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 | $72,851 | $90,486-19.5% | $78,676-7.4% | $273,972-73.4% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 5.74% | 75.62%-69.9pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $2,058 | $3,175-35.2% | $2,850-27.8% | $4,869-57.7% |
| Participant deferral / active EE | $2,975 | $3,901-23.7% | $3,517-15.4% | $5,287-43.7% |
| Admin fee / account holder | $12,082 | $5,263+129.6% | $4,510+167.9% | $10,133+19.2% |