Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,832 | $63,949+37.3% | $129,031-31.9% | $94,015-6.6% |
| Participation rate | 80.6% | 63.4%+17.2pp | 73.4%+7.3pp | 70.8%+9.8pp |
| Annual return | 14.75% | 17.56%-2.8pp | 34.67%-19.9pp | 17.84%-3.1pp |
| Employer contribution / active EE | $840 | $1,865-54.9% | $3,226-74.0% | $2,790-69.9% |
| Participant deferral / active EE | $6,675 | $3,686+81.1% | $5,217+27.9% | $4,249+57.1% |
| Admin fee / account holder | $5,771 | $5,523+4.5% | $13,208-56.3% | $8,951-35.5% |