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 | $103,718 | $86,949+19.3% | $102,460+1.2% | $80,959+28.1% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.2pp | 67.7%+15.1pp |
| Annual return | 15.07% | 18.89%-3.8pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,654 | $2,370+54.2% | $3,025+20.8% | $2,757+32.5% |
| Participant deferral / active EE | $7,767 | $4,121+88.5% | $5,056+53.6% | $4,300+80.6% |
| Admin fee / account holder | $2,956 | $8,048-63.3% | $9,460-68.8% | $6,925-57.3% |