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 | $63,807 | $87,132-26.8% | $105,624-39.6% | $80,959-21.2% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.5pp | 67.7%+5.1pp |
| Annual return | 12.65% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,604 | $2,397+8.7% | $3,168-17.8% | $2,757-5.5% |
| Participant deferral / active EE | $5,272 | $3,985+32.3% | $5,013+5.2% | $4,300+22.6% |
| Admin fee / account holder | $4,693 | $8,449-44.4% | $10,961-57.2% | $6,925-32.2% |