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 | $65,857 | $93,346-29.4% | $71,796-8.3% | $273,972-76.0% |
| Participation rate | 81.0% | 76.5%+4.4pp | 69.1%+11.8pp | 83.0%-2.1pp |
| Annual return | 7.30% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,537 | $2,733-43.8% | $1,924-20.1% | $4,869-68.4% |
| Participant deferral / active EE | $3,671 | $3,475+5.6% | $2,794+31.4% | $5,287-30.6% |
| Admin fee / account holder | $1,530 | $6,571-76.7% | $4,815-68.2% | $10,133-84.9% |