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 | $87,148 | $106,524-18.2% | $152,301-42.8% | $87,485-0.4% |
| Participation rate | 75.4% | 75.8%-0.3pp | 82.4%-7.0pp | 68.9%+6.5pp |
| Annual return | 14.47% | 26.89%-12.4pp | 80.50%-66.0pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,257 | $3,371-62.7% | $4,624-72.8% | $2,596-51.6% |
| Participant deferral / active EE | $3,543 | $6,525-45.7% | $8,004-55.7% | $4,274-17.1% |
| Admin fee / account holder | $5,091 | $8,287-38.6% | $14,398-64.6% | $7,775-34.5% |