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 | $98,161 | $73,978+32.7% | $96,515+1.7% | $75,173+30.6% |
| Participation rate | 78.0% | 66.4%+11.5pp | 74.3%+3.6pp | 67.2%+10.8pp |
| Annual return | 16.09% | 26.72%-10.6pp | 35.73%-19.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $6,696 | $2,931+128.5% | $3,740+79.1% | $2,671+150.7% |
| Participant deferral / active EE | $3,628 | $3,660-0.9% | $4,880-25.7% | $4,126-12.1% |
| Admin fee / account holder | $10,410 | $5,219+99.5% | $6,735+54.6% | $5,651+84.2% |