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 | $71,081 | $89,370-20.5% | $141,197-49.7% | $72,976-2.6% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 24.89% | 111.88%-87.0pp | 71.41%-46.5pp | 81.02%-56.1pp |
| Employer contribution / active EE | $4,433 | $3,115+42.3% | $4,736-6.4% | $2,440+81.7% |
| Participant deferral / active EE | $4,516 | $5,419-16.7% | $6,710-32.7% | $3,608+25.2% |
| Admin fee / account holder | $369 | $5,957-93.8% | $10,265-96.4% | $5,124-92.8% |