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 | $55,795 | $54,757+1.9% | $90,304-38.2% | $72,975-23.5% |
| Participation rate | 88.9% | 65.2%+23.7pp | 73.3%+15.6pp | 69.5%+19.4pp |
| Annual return | 17.70% | 30.63%-12.9pp | 78.13%-60.4pp | 81.01%-63.3pp |
| Employer contribution / active EE | $3,033 | $2,093+44.9% | $2,855+6.2% | $2,440+24.3% |
| Participant deferral / active EE | $5,186 | $2,887+79.6% | $3,885+33.5% | $3,608+43.7% |
| Admin fee / account holder | $3,471 | $3,973-12.6% | $5,354-35.2% | $5,124-32.3% |