Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,953 | $81,487-30.1% | $102,412-44.4% | $80,935-29.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.29% | 25.60%-8.3pp | 24.94%-7.6pp | 35.66%-18.4pp |
| Employer contribution / active EE | $3,863 | $3,103+24.5% | $3,870-0.2% | $2,757+40.1% |
| Participant deferral / active EE | $4,458 | $3,871+15.2% | $5,060-11.9% | $4,299+3.7% |
| Admin fee / account holder | $3,890 | $6,717-42.1% | $8,388-53.6% | $6,924-43.8% |