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 | $106,280 | $74,535+42.6% | $100,712+5.5% | $82,637+28.6% |
| Participation rate | 73.0% | 61.2%+11.8pp | 69.3%+3.7pp | 68.1%+4.9pp |
| Annual return | 18.52% | 18.92%-0.4pp | 33.27%-14.8pp | 53.51%-35.0pp |
| Employer contribution / active EE | $730 | $1,503-51.4% | $2,313-68.4% | $2,552-71.4% |
| Participant deferral / active EE | $3,229 | $3,074+5.0% | $4,085-21.0% | $4,126-21.8% |
| Admin fee / account holder | $9,599 | $6,576+46.0% | $9,256+3.7% | $7,339+30.8% |