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 | $43,723 | $48,364-9.6% | $71,796-39.1% | $62,881-30.5% |
| Participation rate | 77.8% | 60.6%+17.2pp | 69.1%+8.7pp | 69.3%+8.5pp |
| Annual return | 6.97% | 13.16%-6.2pp | 78.04%-71.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,364 | $1,042+30.9% | $1,924-29.1% | $2,281-40.2% |
| Participant deferral / active EE | $2,940 | $2,091+40.6% | $2,794+5.2% | $3,203-8.2% |
| Admin fee / account holder | $2,752 | $3,771-27.0% | $4,815-42.8% | $4,296-35.9% |