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 | $82,094 | $81,358+0.9% | $155,556-47.2% | $80,959+1.4% |
| Participation rate | 88.4% | 66.3%+22.1pp | 78.2%+10.1pp | 67.7%+20.7pp |
| Annual return | 14.28% | 33.39%-19.1pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $5,197 | $3,106+67.3% | $4,675+11.2% | $2,757+88.5% |
| Participant deferral / active EE | $4,132 | $3,455+19.6% | $5,631-26.6% | $4,300-3.9% |
| Admin fee / account holder | $3,867 | $7,994-51.6% | $15,885-75.7% | $6,925-44.2% |