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 | $84,615 | $37,156+127.7% | $83,854+0.9% | $86,983-2.7% |
| Participation rate | 71.8% | 49.1%+22.7pp | 59.1%+12.7pp | 69.5%+2.3pp |
| Annual return | 16.94% | 29.88%-12.9pp | 31.39%-14.5pp | 25.83%-8.9pp |
| Employer contribution / active EE | $2,838 | $661+329.4% | $1,017+178.9% | $2,584+9.8% |
| Participant deferral / active EE | $4,485 | $1,418+216.3% | $2,035+120.4% | $4,194+6.9% |
| Admin fee / account holder | $5,440 | $2,510+116.8% | $3,197+70.2% | $7,856-30.7% |