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 | $77,863 | $107,079-27.3% | $151,266-48.5% | $87,485-11.0% |
| Participation rate | 72.4% | 71.1%+1.3pp | 77.0%-4.6pp | 68.9%+3.5pp |
| Annual return | 15.32% | 22.17%-6.8pp | 180.60%-165.3pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,437 | $3,174+8.3% | $4,237-18.9% | $2,596+32.4% |
| Participant deferral / active EE | $5,628 | $5,789-2.8% | $7,337-23.3% | $4,274+31.7% |
| Admin fee / account holder | $2,387 | $8,059-70.4% | $13,159-81.9% | $7,775-69.3% |