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 | $75,662 | $108,825-30.5% | $156,181-51.6% | $82,448-8.2% |
| Participation rate | 81.5% | 72.4%+9.1pp | 78.8%+2.7pp | 68.1%+13.4pp |
| Annual return | 19.33% | 20.59%-1.3pp | 64.87%-45.5pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,284 | $2,870-20.4% | $4,294-46.8% | $2,551-10.5% |
| Participant deferral / active EE | $2,898 | $4,577-36.7% | $6,132-52.7% | $4,139-30.0% |
| Admin fee / account holder | $3,257 | $9,341-65.1% | $14,586-77.7% | $7,234-55.0% |