Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,418 | $93,598-25.8% | $135,974-48.9% | $75,173-7.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 21.96% | 30.89%-8.9pp | 68.30%-46.3pp | 160.72%-138.8pp |
| Employer contribution / active EE | $2,808 | $3,538-20.6% | $4,859-42.2% | $2,671+5.1% |
| Participant deferral / active EE | $5,843 | $6,405-8.8% | $7,760-24.7% | $4,126+41.6% |
| Admin fee / account holder | $1,282 | $6,978-81.6% | $10,767-88.1% | $5,651-77.3% |