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 | $88,677 | $86,949+2.0% | $102,460-13.5% | $80,959+9.5% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.7%+24.2pp |
| Annual return | 11.38% | 18.89%-7.5pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $8,070 | $2,370+240.6% | $3,025+166.8% | $2,757+192.7% |
| Participant deferral / active EE | $5,209 | $4,121+26.4% | $5,056+3.0% | $4,300+21.1% |
| Admin fee / account holder | $7,358 | $8,048-8.6% | $9,460-22.2% | $6,925+6.3% |