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 | $98,245 | $106,524-7.8% | $152,301-35.5% | $87,485+12.3% |
| Participation rate | 75.9% | 75.8%+0.2pp | 82.4%-6.5pp | 68.9%+7.0pp |
| Annual return | 16.65% | 26.89%-10.2pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $4,949 | $3,371+46.8% | $4,624+7.0% | $2,596+90.6% |
| Participant deferral / active EE | $11,852 | $6,525+81.6% | $8,004+48.1% | $4,274+177.3% |
| Admin fee / account holder | $11,832 | $8,287+42.8% | $14,398-17.8% | $7,775+52.2% |