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 | $81,277 | $106,749-23.9% | $145,433-44.1% | $82,448-1.4% |
| Participation rate | 83.1% | 75.6%+7.4pp | 82.1%+1.0pp | 68.1%+15.0pp |
| Annual return | 17.31% | 27.59%-10.3pp | 66.58%-49.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,801 | $3,444-18.7% | $4,554-38.5% | $2,551+9.8% |
| Participant deferral / active EE | $10,614 | $6,519+62.8% | $7,897+34.4% | $4,139+156.4% |
| Admin fee / account holder | $4,003 | $8,390-52.3% | $13,129-69.5% | $7,234-44.7% |