Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $55,093 | $86,940-36.6% | $102,434-46.2% | $80,935-31.9% |
| Participation rate | 97.3% | 72.4%+24.9pp | 76.5%+20.8pp | 67.7%+29.6pp |
| Annual return | 21.32% | 18.89%+2.4pp | 29.46%-8.1pp | 35.66%-14.3pp |
| Employer contribution / active EE | $2,374 | $2,370+0.2% | $3,023-21.5% | $2,757-13.9% |
| Participant deferral / active EE | $3,490 | $4,121-15.3% | $5,055-31.0% | $4,299-18.8% |
| Admin fee / account holder | $507 | $8,047-93.7% | $9,462-94.6% | $6,924-92.7% |