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 | $171,789 | $181,896-5.6% | $156,551+9.7% | $273,972-37.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.58% | 30.74%-21.2pp | 32.23%-22.6pp | 41.46%-31.9pp |
| Employer contribution / active EE | $6,660 | $6,248+6.6% | $5,501+21.1% | $4,869+36.8% |
| Participant deferral / active EE | $4,382 | $5,550-21.0% | $4,871-10.0% | $5,287-17.1% |
| Admin fee / account holder | $1,500 | $15,560-90.4% | $13,028-88.5% | $10,133-85.2% |