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 | $88,603 | $138,386-36.0% | $184,260-51.9% | $80,935+9.5% |
| Participation rate | 87.0% | 83.9%+3.1pp | 86.8%+0.2pp | 67.7%+19.4pp |
| Annual return | 13.53% | 20.02%-6.5pp | 28.84%-15.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $3,495 | $4,851-28.0% | $6,427-45.6% | $2,757+26.8% |
| Participant deferral / active EE | $4,743 | $7,076-33.0% | $9,133-48.1% | $4,299+10.3% |
| Admin fee / account holder | $13,814 | $10,489+31.7% | $13,898-0.6% | $6,924+99.5% |