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 | $95,736 | $73,955+29.5% | $96,520-0.8% | $75,181+27.3% |
| Participation rate | 82.6% | 66.4%+16.2pp | 74.3%+8.3pp | 67.2%+15.4pp |
| Annual return | 14.08% | 26.72%-12.6pp | 35.72%-21.6pp | 160.69%-146.6pp |
| Employer contribution / active EE | $2,622 | $2,930-10.5% | $3,739-29.9% | $2,671-1.8% |
| Participant deferral / active EE | $5,747 | $3,659+57.1% | $4,879+17.8% | $4,126+39.3% |
| Admin fee / account holder | $23,847 | $5,217+357.1% | $6,733+254.2% | $5,650+322.1% |