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 | $79,017 | $60,349+30.9% | $74,184+6.5% | $62,881+25.7% |
| Participation rate | 87.8% | 72.7%+15.1pp | 76.6%+11.2pp | 69.3%+18.5pp |
| Annual return | 6.78% | 21.38%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,369 | $1,680-18.5% | $2,370-42.2% | $2,281-40.0% |
| Participant deferral / active EE | $4,764 | $2,856+66.8% | $3,550+34.2% | $3,203+48.7% |
| Admin fee / account holder | $557 | $4,261-86.9% | $5,586-90.0% | $4,296-87.0% |