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 | $50,043 | $81,504-38.6% | $102,437-51.1% | $80,959-38.2% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.8pp | 67.7%+26.6pp |
| Annual return | 11.88% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $4,679 | $3,104+50.8% | $3,871+20.9% | $2,757+69.7% |
| Participant deferral / active EE | $3,928 | $3,871+1.5% | $5,060-22.4% | $4,300-8.7% |
| Admin fee / account holder | $1,177 | $6,719-82.5% | $8,388-86.0% | $6,925-83.0% |