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 | $99,861 | $86,940+14.9% | $102,434-2.5% | $80,935+23.4% |
| Participation rate | 94.7% | 72.4%+22.3pp | 76.5%+18.2pp | 67.7%+27.1pp |
| Annual return | 12.39% | 18.89%-6.5pp | 29.46%-17.1pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,870 | $2,370+63.3% | $3,023+28.0% | $2,757+40.4% |
| Participant deferral / active EE | $6,532 | $4,121+58.5% | $5,055+29.2% | $4,299+51.9% |
| Admin fee / account holder | $634 | $8,047-92.1% | $9,462-93.3% | $6,924-90.8% |