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 | $71,670 | $56,339+27.2% | $104,301-31.3% | $68,486+4.6% |
| Participation rate | 93.5% | 63.3%+30.2pp | 73.3%+20.2pp | 67.9%+25.6pp |
| Annual return | 5.58% | -9.19%+14.8pp | 24.61%-19.0pp | -7.85%+13.4pp |
| Employer contribution / active EE | $1,536 | $1,960-21.7% | $3,373-54.5% | $2,597-40.9% |
| Participant deferral / active EE | $1,782 | $3,077-42.1% | $4,626-61.5% | $4,028-55.8% |
| Admin fee / account holder | $4,323 | $4,902-11.8% | $7,340-41.1% | $5,404-20.0% |