Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,274 | $67,894-3.9% | $89,340-26.9% | $82,448-20.8% |
| Participation rate | 91.7% | 64.0%+27.6pp | 69.6%+22.1pp | 68.1%+23.6pp |
| Annual return | 26.95% | 19.21%+7.7pp | 20.57%+6.4pp | 41.64%-14.7pp |
| Employer contribution / active EE | $4,174 | $1,828+128.4% | $2,231+87.1% | $2,551+63.6% |
| Participant deferral / active EE | $5,677 | $3,072+84.8% | $3,823+48.5% | $4,139+37.1% |
| Admin fee / account holder | $7,037 | $5,723+23.0% | $6,704+5.0% | $7,234-2.7% |