Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,239 | $67,602-12.4% | $82,312-28.0% | $70,126-15.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.63% | 21.57%-8.9pp | 25.88%-13.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $1,211 | $1,755-31.0% | $2,428-50.1% | $2,343-48.3% |
| Participant deferral / active EE | $3,365 | $2,987+12.7% | $3,706-9.2% | $3,332+1.0% |
| Admin fee / account holder | $3,581 | $4,512-20.6% | $5,608-36.1% | $4,645-22.9% |