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 | $66,066 | $56,060+17.8% | $76,002-13.1% | $80,874-18.3% |
| Participation rate | 79.5% | 62.0%+17.4pp | 69.1%+10.4pp | 67.6%+11.8pp |
| Annual return | 11.77% | 20.54%-8.8pp | 360.07%-348.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,983 | $1,873+5.8% | $2,688-26.2% | $2,756-28.0% |
| Participant deferral / active EE | $2,286 | $3,051-25.1% | $4,257-46.3% | $4,297-46.8% |
| Admin fee / account holder | $912 | $5,237-82.6% | $6,414-85.8% | $6,935-86.8% |