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 | $83,963 | $56,054+49.8% | $171,082-50.9% | $62,881+33.5% |
| Participation rate | 88.5% | 62.9%+25.6pp | 76.7%+11.8pp | 69.3%+19.2pp |
| Annual return | 11.98% | 22.52%-10.5pp | 32.56%-20.6pp | 20.14%-8.2pp |
| Employer contribution / active EE | $2,389 | $1,731+38.0% | $4,002-40.3% | $2,281+4.7% |
| Participant deferral / active EE | $6,689 | $3,158+111.8% | $4,797+39.4% | $3,203+108.8% |
| Admin fee / account holder | $333 | $3,647-90.9% | $8,520-96.1% | $4,296-92.2% |