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 | $97,172 | $138,393-29.8% | $184,256-47.3% | $80,959+20.0% |
| Participation rate | 87.1% | 83.9%+3.2pp | 86.8%+0.2pp | 67.7%+19.4pp |
| Annual return | 12.76% | 20.01%-7.3pp | 28.85%-16.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,501 | $4,847-48.4% | $6,427-61.1% | $2,757-9.3% |
| Participant deferral / active EE | $4,081 | $7,076-42.3% | $9,133-55.3% | $4,300-5.1% |
| Admin fee / account holder | $6,148 | $10,489-41.4% | $13,899-55.8% | $6,925-11.2% |