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 | $96,824 | $110,410-12.3% | $102,437-5.5% | $145,897-33.6% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 13.75% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,862 | $4,217-55.9% | $3,871-51.9% | $4,663-60.1% |
| Participant deferral / active EE | $2,950 | $5,622-47.5% | $5,060-41.7% | $6,689-55.9% |
| Admin fee / account holder | $9,688 | $9,745-0.6% | $8,388+15.5% | $13,390-27.6% |