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 | $67,918 | $77,638-12.5% | $156,551-56.6% | $62,881+8.0% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 6.60% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,733 | $3,444-49.7% | $5,501-68.5% | $2,281-24.0% |
| Participant deferral / active EE | $5,619 | $3,046+84.5% | $4,871+15.4% | $3,203+75.4% |
| Admin fee / account holder | $23,990 | $5,561+331.4% | $13,028+84.1% | $4,296+458.5% |