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 | $70,555 | $114,119-38.2% | $107,187-34.2% | $138,895-49.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 79.9%+7.6pp |
| Annual return | 12.59% | 273.21%-260.6pp | 204.55%-192.0pp | 145.39%-132.8pp |
| Employer contribution / active EE | $2,173 | $4,059-46.5% | $3,782-42.5% | $4,194-48.2% |
| Participant deferral / active EE | $8,449 | $5,538+52.6% | $5,096+65.8% | $6,396+32.1% |
| Admin fee / account holder | $4,323 | $10,024-56.9% | $9,162-52.8% | $12,562-65.6% |