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 | $65,321 | $103,392-36.8% | $87,104-25.0% | $152,897-57.3% |
| Participation rate | 78.3% | 79.4%-1.1pp | 76.9%+1.4pp | 82.5%-4.2pp |
| Annual return | 15.09% | 28.10%-13.0pp | 28.19%-13.1pp | 345.43%-330.3pp |
| Employer contribution / active EE | $1,558 | $3,221-51.6% | $2,521-38.2% | $4,764-67.3% |
| Participant deferral / active EE | $4,022 | $4,778-15.8% | $4,048-0.7% | $5,851-31.3% |
| Admin fee / account holder | $16,709 | $12,194+37.0% | $7,491+123.1% | $11,599+44.0% |