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 | $70,712 | $102,245-30.8% | $89,340-20.9% | $137,256-48.5% |
| Participation rate | 70.6% | 74.9%-4.3pp | 69.6%+1.0pp | 80.0%-9.4pp |
| Annual return | 19.15% | 21.89%-2.7pp | 20.57%-1.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,499 | $2,529-40.7% | $2,231-32.8% | $4,156-63.9% |
| Participant deferral / active EE | $5,593 | $4,436+26.1% | $3,823+46.3% | $6,407-12.7% |
| Admin fee / account holder | $4,084 | $8,085-49.5% | $6,704-39.1% | $12,270-66.7% |