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 | $74,720 | $106,524-29.9% | $152,301-50.9% | $87,485-14.6% |
| Participation rate | 95.9% | 75.8%+20.1pp | 82.4%+13.4pp | 68.9%+27.0pp |
| Annual return | 17.89% | 26.89%-9.0pp | 80.50%-62.6pp | 26.06%-8.2pp |
| Employer contribution / active EE | $6,257 | $3,371+85.6% | $4,624+35.3% | $2,596+141.0% |
| Participant deferral / active EE | $8,307 | $6,525+27.3% | $8,004+3.8% | $4,274+94.4% |
| Admin fee / account holder | $10,191 | $8,287+23.0% | $14,398-29.2% | $7,775+31.1% |