Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,598 | $106,749-13.3% | $145,433-36.3% | $82,448+12.3% |
| Participation rate | 95.2% | 75.6%+19.6pp | 82.1%+13.1pp | 68.1%+27.2pp |
| Annual return | 18.66% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,144 | $3,444+20.3% | $4,554-9.0% | $2,551+62.5% |
| Participant deferral / active EE | $7,139 | $6,519+9.5% | $7,897-9.6% | $4,139+72.5% |
| Admin fee / account holder | $3,556 | $8,390-57.6% | $13,129-72.9% | $7,234-50.9% |