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 | $41,092 | $86,949-52.7% | $102,460-59.9% | $80,959-49.2% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 12.89% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $4,654 | $2,370+96.4% | $3,025+53.8% | $2,757+68.8% |
| Participant deferral / active EE | $5,478 | $4,121+32.9% | $5,056+8.3% | $4,300+27.4% |
| Admin fee / account holder | $5,322 | $8,048-33.9% | $9,460-43.7% | $6,925-23.2% |