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 | $72,040 | $138,393-47.9% | $184,256-60.9% | $80,959-11.0% |
| Participation rate | 97.5% | 83.9%+13.6pp | 86.8%+10.7pp | 67.7%+29.8pp |
| Annual return | 13.43% | 20.01%-6.6pp | 28.85%-15.4pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,580 | $4,847-26.2% | $6,427-44.3% | $2,757+29.8% |
| Participant deferral / active EE | $6,952 | $7,076-1.8% | $9,133-23.9% | $4,300+61.7% |
| Admin fee / account holder | $2,688 | $10,489-74.4% | $13,899-80.7% | $6,925-61.2% |