Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,284 | $77,358-64.7% | $102,184-73.3% | $87,485-68.8% |
| Participation rate | 87.3% | 78.7%+8.6pp | 82.6%+4.7pp | 68.9%+18.3pp |
| Annual return | 36.87% | 41.11%-4.2pp | 31.58%+5.3pp | 26.06%+10.8pp |
| Employer contribution / active EE | $5,453 | $2,562+112.9% | $3,594+51.7% | $2,596+110.0% |
| Participant deferral / active EE | $9,650 | $6,753+42.9% | $8,309+16.1% | $4,274+125.8% |
| Admin fee / account holder | $1,536 | $6,809-77.4% | $11,609-86.8% | $7,775-80.2% |