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 | $87,271 | $78,707+10.9% | $117,861-26.0% | $70,126+24.4% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 15.05% | 23.30%-8.2pp | 335.11%-320.1pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,630 | $2,223-26.7% | $3,786-57.0% | $2,343-30.4% |
| Participant deferral / active EE | $3,896 | $3,297+18.2% | $4,482-13.1% | $3,332+16.9% |
| Admin fee / account holder | $908 | $5,066-82.1% | $8,021-88.7% | $4,645-80.5% |