Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,533 | $106,864-29.3% | $147,318-48.7% | $82,637-8.6% |
| Participation rate | 77.8% | 75.5%+2.3pp | 82.1%-4.3pp | 68.1%+9.7pp |
| Annual return | 18.77% | 27.49%-8.7pp | 70.43%-51.7pp | 53.51%-34.7pp |
| Employer contribution / active EE | $4,178 | $3,417+22.3% | $4,593-9.0% | $2,552+63.7% |
| Participant deferral / active EE | $10,616 | $6,496+63.4% | $7,906+34.3% | $4,126+157.3% |
| Admin fee / account holder | $2,299 | $8,415-72.7% | $13,708-83.2% | $7,339-68.7% |