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 | $121,921 | $78,670+55.0% | $109,173+11.7% | $85,847+42.0% |
| Participation rate | 84.4% | 68.3%+16.1pp | 75.9%+8.5pp | 69.3%+15.1pp |
| Annual return | 13.56% | 25.09%-11.5pp | 25.75%-12.2pp | 318.61%-305.0pp |
| Employer contribution / active EE | $2,845 | $2,734+4.1% | $3,723-23.6% | $2,565+10.9% |
| Participant deferral / active EE | $5,192 | $3,467+49.7% | $4,654+11.6% | $3,952+31.4% |
| Admin fee / account holder | $8,994 | $5,469+64.4% | $6,755+33.1% | $6,261+43.7% |