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 | $75,057 | $102,609-26.9% | $98,090-23.5% | $138,895-46.0% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 13.58% | 36.44%-22.9pp | 37.05%-23.5pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,665 | $8,167-18.4% | $7,845-15.0% | $6,396+4.2% |
| Admin fee / account holder | $1,479 | $11,434-87.1% | $11,815-87.5% | $12,562-88.2% |