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 | $62,815 | $93,598-32.9% | $135,974-53.8% | $75,173-16.4% |
| Participation rate | 88.5% | 75.2%+13.3pp | 81.9%+6.5pp | 67.2%+21.3pp |
| Annual return | 23.96% | 30.89%-6.9pp | 68.30%-44.3pp | 160.72%-136.8pp |
| Employer contribution / active EE | $3,012 | $3,538-14.9% | $4,859-38.0% | $2,671+12.8% |
| Participant deferral / active EE | $6,254 | $6,405-2.4% | $7,760-19.4% | $4,126+51.6% |
| Admin fee / account holder | $2,551 | $6,978-63.4% | $10,767-76.3% | $5,651-54.9% |