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 | $94,607 | $84,953+11.4% | $163,379-42.1% | $82,637+14.5% |
| Participation rate | 78.8% | 65.9%+12.9pp | 76.8%+2.0pp | 68.1%+10.8pp |
| Annual return | 17.30% | 23.07%-5.8pp | 63.41%-46.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $2,285 | $2,183+4.7% | $3,752-39.1% | $2,552-10.4% |
| Participant deferral / active EE | $9,587 | $4,326+121.6% | $6,282+52.6% | $4,126+132.4% |
| Admin fee / account holder | $5,594 | $7,921-29.4% | $9,818-43.0% | $7,339-23.8% |