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 | $68,092 | $71,197-4.4% | $93,669-27.3% | $80,925-15.9% |
| Participation rate | 75.0% | 60.4%+14.6pp | 68.7%+6.3pp | 67.7%+7.3pp |
| Annual return | 17.27% | 11.27%+6.0pp | 133.59%-116.3pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,101 | $1,565+34.3% | $2,424-13.3% | $2,756-23.8% |
| Participant deferral / active EE | $4,088 | $4,036+1.3% | $4,416-7.4% | $4,299-4.9% |
| Admin fee / account holder | $20,679 | $6,959+197.2% | $8,291+149.4% | $6,940+198.0% |