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 | $70,805 | $55,453+27.7% | $170,435-58.5% | $62,293+13.7% |
| Participation rate | 81.4% | 66.4%+15.0pp | 83.6%-2.2pp | 69.5%+11.9pp |
| Annual return | 16.82% | 21.38%-4.6pp | 205.94%-189.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $3,589 | $2,164+65.9% | $5,432-33.9% | $2,042+75.7% |
| Participant deferral / active EE | $2,814 | $2,303+22.2% | $4,939-43.0% | $3,169-11.2% |
| Admin fee / account holder | $1,405 | $455+208.8% | $13,881-89.9% | $479+193.2% |