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 | $59,926 | $81,334-26.3% | $113,397-47.2% | $64,097-6.5% |
| Participation rate | 90.9% | 65.6%+25.3pp | 76.5%+14.4pp | 55.2%+35.7pp |
| Annual return | 13.68% | 32.50%-18.8pp | 23.20%-9.5pp | 34.64%-21.0pp |
| Employer contribution / active EE | $3,386 | $2,077+63.1% | $2,977+13.7% | $1,891+79.0% |
| Participant deferral / active EE | $5,326 | $3,795+40.3% | $5,076+4.9% | $3,080+72.9% |
| Admin fee / account holder | $5,469 | $4,208+30.0% | $11,957-54.3% | $3,454+58.3% |