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 | $51,759 | $48,337+7.1% | $67,560-23.4% | $80,959-36.1% |
| Participation rate | 70.4% | 66.4%+4.0pp | 72.9%-2.5pp | 67.7%+2.8pp |
| Annual return | 11.58% | 18.26%-6.7pp | 3533.50%-3521.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,499 | $2,023-25.9% | $2,737-45.2% | $2,757-45.6% |
| Participant deferral / active EE | $2,512 | $2,928-14.2% | $4,004-37.3% | $4,300-41.6% |
| Admin fee / account holder | $10,862 | $3,695+193.9% | $3,994+172.0% | $6,925+56.8% |