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 | $67,422 | $49,255+36.9% | $70,494-4.4% | $79,856-15.6% |
| Participation rate | 90.6% | 69.2%+21.4pp | 75.1%+15.5pp | 69.6%+20.9pp |
| Annual return | 13.82% | 30.10%-16.3pp | 109.16%-95.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $769 | $2,100-63.4% | $2,738-71.9% | $2,471-68.9% |
| Participant deferral / active EE | $5,192 | $2,768+87.6% | $3,711+39.9% | $3,741+38.8% |
| Admin fee / account holder | $2,200 | $2,879-23.6% | $3,848-42.8% | $5,306-58.5% |