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 | $118,574 | $199,109-40.4% | $173,730-31.7% | $154,746-23.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.78% | 20.02%-5.2pp | 19.96%-5.2pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,322 | $5,311-37.5% | $4,577-27.4% | $4,379-24.1% |
| Participant deferral / active EE | $6,706 | $7,113-5.7% | $6,326+6.0% | $6,730-0.4% |
| Admin fee / account holder | $373 | $20,916-98.2% | $17,523-97.9% | $14,365-97.4% |