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 | $76,443 | $124,425-38.6% | $112,040-31.8% | $137,256-44.3% |
| Participation rate | 78.3% | 79.3%-1.0pp | 76.5%+1.8pp | 80.0%-1.7pp |
| Annual return | 16.08% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,476 | $3,411-27.4% | $2,954-16.2% | $4,156-40.4% |
| Participant deferral / active EE | $3,426 | $5,718-40.1% | $5,098-32.8% | $6,407-46.5% |
| Admin fee / account holder | $2,745 | $15,207-81.9% | $12,098-77.3% | $12,270-77.6% |