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 | $82,244 | $77,638+5.9% | $156,551-47.5% | $62,881+30.8% |
| Participation rate | 94.9% | 71.2%+23.7pp | 84.0%+10.9pp | 69.3%+25.6pp |
| Annual return | 8.67% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $2,446 | $3,444-29.0% | $5,501-55.5% | $2,281+7.2% |
| Participant deferral / active EE | $2,688 | $3,046-11.7% | $4,871-44.8% | $3,203-16.1% |
| Admin fee / account holder | $1,889 | $5,561-66.0% | $13,028-85.5% | $4,296-56.0% |