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 | $51,274 | $81,446-37.0% | $103,374-50.4% | $80,874-36.6% |
| Participation rate | 81.6% | 66.9%+14.7pp | 74.5%+7.1pp | 67.6%+13.9pp |
| Annual return | 11.27% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,302 | $3,107-25.9% | $3,869-40.5% | $2,756-16.5% |
| Participant deferral / active EE | $4,584 | $3,870+18.4% | $5,058-9.4% | $4,297+6.7% |
| Admin fee / account holder | $4,031 | $6,715-40.0% | $8,394-52.0% | $6,935-41.9% |