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 | $69,766 | $72,492-3.8% | $87,104-19.9% | $72,975-4.4% |
| Participation rate | 76.9% | 72.8%+4.1pp | 76.9%+0.1pp | 69.5%+7.4pp |
| Annual return | 23.84% | 24.46%-0.6pp | 28.19%-4.3pp | 81.01%-57.2pp |
| Employer contribution / active EE | $1,717 | $1,894-9.4% | $2,521-31.9% | $2,440-29.6% |
| Participant deferral / active EE | $3,611 | $3,270+10.4% | $4,048-10.8% | $3,608+0.1% |
| Admin fee / account holder | $895 | $5,055-82.3% | $7,491-88.1% | $5,124-82.5% |