Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,874 | $86,949-24.2% | $102,460-35.7% | $80,959-18.6% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.7%+5.4pp |
| Annual return | 19.94% | 18.89%+1.0pp | 29.47%-9.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $1,340 | $2,370-43.4% | $3,025-55.7% | $2,757-51.4% |
| Participant deferral / active EE | $3,822 | $4,121-7.3% | $5,056-24.4% | $4,300-11.1% |
| Admin fee / account holder | $2,798 | $8,048-65.2% | $9,460-70.4% | $6,925-59.6% |