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 | $112,351 | $93,598+20.0% | $135,974-17.4% | $75,173+49.5% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.6pp | 67.2%+10.2pp |
| Annual return | 15.70% | 30.89%-15.2pp | 68.30%-52.6pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,284 | $3,538-35.4% | $4,859-53.0% | $2,671-14.5% |
| Participant deferral / active EE | $6,912 | $6,405+7.9% | $7,760-10.9% | $4,126+67.5% |
| Admin fee / account holder | $2,300 | $6,978-67.0% | $10,767-78.6% | $5,651-59.3% |