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 | $227,323 | $78,027+191.3% | $178,528+27.3% | $80,925+180.9% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.7%+18.1pp |
| Annual return | 13.59% | 18.09%-4.5pp | 27.11%-13.5pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,656 | $2,281+60.3% | $3,950-7.4% | $2,756+32.7% |
| Participant deferral / active EE | $7,386 | $4,408+67.6% | $6,278+17.6% | $4,299+71.8% |
| Admin fee / account holder | $16,718 | $7,168+133.2% | $10,419+60.5% | $6,940+140.9% |