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 | $65,043 | $109,782-40.8% | $260,467-75.0% | $94,015-30.8% |
| Participation rate | 87.1% | 67.2%+19.9pp | 80.5%+6.6pp | 70.8%+16.3pp |
| Annual return | 16.08% | 18.60%-2.5pp | 100.60%-84.5pp | 17.84%-1.8pp |
| Employer contribution / active EE | $3,831 | $2,147+78.5% | $4,239-9.6% | $2,790+37.3% |
| Participant deferral / active EE | $8,844 | $4,044+118.7% | $6,319+39.9% | $4,249+108.1% |
| Admin fee / account holder | $4,372 | $11,958-63.4% | $15,461-71.7% | $8,951-51.2% |