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 | $54,889 | $87,059-37.0% | $105,608-48.0% | $80,925-32.2% |
| Participation rate | 92.5% | 70.4%+22.0pp | 75.3%+17.2pp | 67.7%+24.8pp |
| Annual return | 12.18% | 17.05%-4.9pp | 116.50%-104.3pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,862 | $2,396-22.3% | $3,167-41.2% | $2,756-32.4% |
| Participant deferral / active EE | $2,828 | $3,986-29.0% | $5,010-43.5% | $4,299-34.2% |
| Admin fee / account holder | $2,926 | $8,443-65.3% | $11,028-73.5% | $6,940-57.8% |