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 | $142,887 | $85,515+67.1% | $112,040+27.5% | $67,986+110.2% |
| Participation rate | 75.5% | 68.2%+7.3pp | 76.5%-1.0pp | 57.2%+18.3pp |
| Annual return | 13.93% | 29.68%-15.7pp | 24.52%-10.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $2,952 | $2,191+34.8% | $2,954-0.1% | $2,019+46.3% |
| Participant deferral / active EE | $7,855 | $4,014+95.7% | $5,098+54.1% | $3,358+133.9% |
| Admin fee / account holder | $13,455 | $3,774+256.6% | $12,098+11.2% | $3,203+320.1% |