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 | $55,196 | $63,082-12.5% | $81,716-32.5% | $79,852-30.9% |
| Participation rate | 77.8% | 67.5%+10.2pp | 72.0%+5.8pp | 69.6%+8.1pp |
| Annual return | 16.16% | 22.66%-6.5pp | 29.49%-13.3pp | 31.72%-15.6pp |
| Employer contribution / active EE | $1,309 | $1,795-27.1% | $4,310-69.6% | $2,471-47.0% |
| Participant deferral / active EE | $1,737 | $2,780-37.5% | $7,108-75.6% | $3,740-53.6% |
| Admin fee / account holder | $908 | $4,428-79.5% | $5,159-82.4% | $5,306-82.9% |