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 | $75,519 | $54,541+38.5% | $78,778-4.1% | $70,126+7.7% |
| Participation rate | 77.9% | 60.8%+17.1pp | 69.2%+8.7pp | 69.5%+8.4pp |
| Annual return | 14.69% | 21.07%-6.4pp | 35.62%-20.9pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,312 | $1,089+112.4% | $1,986+16.4% | $2,343-1.3% |
| Participant deferral / active EE | $1,388 | $2,210-37.2% | $2,958-53.1% | $3,332-58.3% |
| Admin fee / account holder | $10,309 | $3,709+178.0% | $5,134+100.8% | $4,645+121.9% |