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 | $60,814 | $175,257-65.3% | $149,717-59.4% | $139,456-56.4% |
| Participation rate | 81.3% | 83.4%-2.1pp | 78.8%+2.5pp | 80.3%+0.9pp |
| Annual return | 15.59% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $3,047 | $5,477-44.4% | $4,820-36.8% | $4,753-35.9% |
| Participant deferral / active EE | $6,802 | $6,521+4.3% | $5,682+19.7% | $6,711+1.4% |
| Admin fee / account holder | $1,642 | $16,156-89.8% | $13,213-87.6% | $11,407-85.6% |