Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,720 | $102,609-66.2% | $98,090-64.6% | $138,895-75.0% |
| Participation rate | 95.0% | 82.8%+12.2pp | 81.5%+13.5pp | 79.9%+15.1pp |
| Annual return | 16.88% | 36.44%-19.6pp | 37.05%-20.2pp | 145.39%-128.5pp |
| Employer contribution / active EE | $6,672 | $3,867+72.5% | $3,606+85.0% | $4,194+59.1% |
| Participant deferral / active EE | $12,703 | $8,167+55.5% | $7,845+61.9% | $6,396+98.6% |
| Admin fee / account holder | $10,914 | $11,434-4.5% | $11,815-7.6% | $12,562-13.1% |