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 | $69,341 | $91,167-23.9% | $178,498-61.2% | $79,858-13.2% |
| Participation rate | 92.8% | 69.2%+23.5pp | 81.9%+10.8pp | 69.6%+23.1pp |
| Annual return | 15.59% | 24.19%-8.6pp | 151.09%-135.5pp | 31.72%-16.1pp |
| Employer contribution / active EE | $3,997 | $3,255+22.8% | $5,011-20.2% | $2,471+61.7% |
| Participant deferral / active EE | $4,209 | $3,236+30.1% | $5,202-19.1% | $3,740+12.5% |
| Admin fee / account holder | $9,125 | $6,747+35.2% | $13,985-34.8% | $5,306+72.0% |