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 | $76,981 | $109,620-29.8% | $148,496-48.2% | $94,015-18.1% |
| Participation rate | 87.5% | 71.3%+16.2pp | 76.0%+11.5pp | 70.8%+16.7pp |
| Annual return | 14.78% | 17.54%-2.8pp | 12.33%+2.5pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,695 | $2,618+3.0% | $3,497-22.9% | $2,790-3.4% |
| Participant deferral / active EE | $3,792 | $3,831-1.0% | $4,808-21.1% | $4,249-10.8% |
| Admin fee / account holder | $7,349 | $10,050-26.9% | $19,547-62.4% | $8,951-17.9% |