Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,615 | $78,690+7.5% | $161,489-47.6% | $87,485-3.3% |
| Participation rate | 76.0% | 67.5%+8.5pp | 78.7%-2.7pp | 68.9%+7.1pp |
| Annual return | 13.61% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $3,052 | $2,588+17.9% | $4,268-28.5% | $2,596+17.6% |
| Participant deferral / active EE | $2,084 | $3,311-37.1% | $5,630-63.0% | $4,274-51.2% |
| Admin fee / account holder | $11,306 | $6,724+68.2% | $16,006-29.4% | $7,775+45.4% |