Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,541 | $94,031-27.1% | $115,768-40.8% | $82,448-16.9% |
| Participation rate | 85.7% | 70.4%+15.3pp | 74.4%+11.3pp | 68.1%+17.6pp |
| Annual return | 17.80% | 20.61%-2.8pp | 100.46%-82.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $6,227 | $2,323+168.0% | $2,940+111.8% | $2,551+144.1% |
| Participant deferral / active EE | $10,833 | $3,972+172.8% | $4,917+120.3% | $4,139+161.7% |
| Admin fee / account holder | $37,064 | $10,249+261.6% | $12,439+198.0% | $7,234+412.3% |