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 | $71,046 | $68,681+3.4% | $86,625-18.0% | $85,851-17.2% |
| Participation rate | 81.4% | 66.4%+15.0pp | 71.6%+9.7pp | 69.3%+12.0pp |
| Annual return | 16.57% | 20.12%-3.6pp | 63.52%-46.9pp | 318.63%-302.1pp |
| Employer contribution / active EE | $2,648 | $1,880+40.8% | $2,496+6.1% | $2,565+3.2% |
| Participant deferral / active EE | $5,306 | $2,919+81.8% | $3,700+43.4% | $3,952+34.3% |
| Admin fee / account holder | $413 | $5,974-93.1% | $5,830-92.9% | $6,261-93.4% |