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 | $87,541 | $88,707-1.3% | $74,184+18.0% | $273,972-68.0% |
| Participation rate | 77.8% | 79.4%-1.7pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 6.66% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,614 | $3,159-48.9% | $2,370-31.9% | $4,869-66.8% |
| Participant deferral / active EE | $2,405 | $4,212-42.9% | $3,550-32.2% | $5,287-54.5% |
| Admin fee / account holder | $631 | $8,717-92.8% | $5,586-88.7% | $10,133-93.8% |