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 | $86,169 | $95,453-9.7% | $112,040-23.1% | $82,448+4.5% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 15.29% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $6,654 | $2,318+187.1% | $2,954+125.3% | $2,551+160.9% |
| Participant deferral / active EE | $6,758 | $4,224+60.0% | $5,098+32.6% | $4,139+63.3% |
| Admin fee / account holder | $40,956 | $9,013+354.4% | $12,098+238.5% | $7,234+466.1% |