Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,901 | $86,949+8.0% | $102,460-8.4% | $80,959+16.0% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.7%+15.3pp |
| Annual return | 12.05% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $816 | $2,370-65.6% | $3,025-73.0% | $2,757-70.4% |
| Participant deferral / active EE | $1,945 | $4,121-52.8% | $5,056-61.5% | $4,300-54.8% |
| Admin fee / account holder | $4,982 | $8,048-38.1% | $9,460-47.3% | $6,925-28.1% |