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 | $84,443 | $81,358+3.8% | $155,556-45.7% | $80,959+4.3% |
| Participation rate | 92.5% | 66.3%+26.2pp | 78.2%+14.3pp | 67.7%+24.8pp |
| Annual return | 11.82% | 33.39%-21.6pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $3,564 | $3,106+14.7% | $4,675-23.8% | $2,757+29.3% |
| Participant deferral / active EE | $3,233 | $3,455-6.4% | $5,631-42.6% | $4,300-24.8% |
| Admin fee / account holder | $9,164 | $7,994+14.6% | $15,885-42.3% | $6,925+32.3% |