Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $121,750 | $106,749+14.1% | $145,433-16.3% | $82,448+47.7% |
| Participation rate | 91.7% | 75.6%+16.0pp | 82.1%+9.5pp | 68.1%+23.6pp |
| Annual return | 18.97% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $3,279 | $3,444-4.8% | $4,554-28.0% | $2,551+28.5% |
| Participant deferral / active EE | $8,140 | $6,519+24.9% | $7,897+3.1% | $4,139+96.7% |
| Admin fee / account holder | $7,813 | $8,390-6.9% | $13,129-40.5% | $7,234+8.0% |