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 | $47,066 | $87,834-46.4% | $133,975-64.9% | $62,881-25.2% |
| Participation rate | 95.3% | 83.4%+11.9pp | 87.1%+8.2pp | 69.3%+26.0pp |
| Annual return | 6.83% | 12.05%-5.2pp | 29.29%-22.5pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,767 | $3,482-49.3% | $5,211-66.1% | $2,281-22.5% |
| Participant deferral / active EE | $2,613 | $4,812-45.7% | $6,282-58.4% | $3,203-18.4% |
| Admin fee / account holder | $1,917 | $5,372-64.3% | $9,324-79.4% | $4,296-55.4% |