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 | $43,552 | $49,249-11.6% | $70,476-38.2% | $79,852-45.5% |
| Participation rate | 85.1% | 69.2%+15.9pp | 75.1%+10.0pp | 69.6%+15.5pp |
| Annual return | 23.92% | 30.09%-6.2pp | 109.12%-85.2pp | 31.72%-7.8pp |
| Employer contribution / active EE | $4,651 | $2,100+121.5% | $2,738+69.9% | $2,471+88.2% |
| Participant deferral / active EE | $4,247 | $2,769+53.4% | $3,710+14.5% | $3,740+13.5% |
| Admin fee / account holder | $6,397 | $2,878+122.3% | $3,847+66.3% | $5,306+20.6% |