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 | $83,523 | $162,812-48.7% | $133,971-37.7% | $158,966-47.5% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 21.83% | 41.94%-20.1pp | 45.09%-23.3pp | 302.95%-281.1pp |
| Employer contribution / active EE | $1,180 | $4,976-76.3% | $3,919-69.9% | $4,762-75.2% |
| Participant deferral / active EE | $3,655 | $5,910-38.2% | $5,047-27.6% | $5,983-38.9% |
| Admin fee / account holder | $2,871 | $11,741-75.5% | $8,929-67.8% | $11,250-74.5% |