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 | $74,137 | $70,418+5.3% | $96,570-23.2% | $85,847-13.6% |
| Participation rate | 73.2% | 61.8%+11.4pp | 69.8%+3.3pp | 69.3%+3.9pp |
| Annual return | 13.29% | 18.59%-5.3pp | 37.79%-24.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $928 | $1,413-34.3% | $2,357-60.6% | $2,565-63.8% |
| Participant deferral / active EE | $3,589 | $2,894+24.0% | $3,849-6.8% | $3,952-9.2% |
| Admin fee / account holder | $15,559 | $4,995+211.5% | $6,182+151.7% | $6,261+148.5% |