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 | $52,688 | $124,425-57.7% | $112,040-53.0% | $137,256-61.6% |
| Participation rate | 89.5% | 79.3%+10.2pp | 76.5%+13.0pp | 80.0%+9.5pp |
| Annual return | 14.05% | 24.72%-10.7pp | 24.52%-10.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,059 | $3,411-39.7% | $2,954-30.3% | $4,156-50.5% |
| Participant deferral / active EE | $5,757 | $5,718+0.7% | $5,098+12.9% | $6,407-10.1% |
| Admin fee / account holder | $25,897 | $15,207+70.3% | $12,098+114.1% | $12,270+111.1% |