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 | $105,574 | $135,956-22.3% | $123,894-14.8% | $273,972-61.5% |
| Participation rate | 90.5% | 84.1%+6.4pp | 81.4%+9.1pp | 83.0%+7.5pp |
| Annual return | 10.27% | 56.63%-46.4pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $5,749 | $5,170+11.2% | $4,617+24.5% | $4,869+18.1% |
| Participant deferral / active EE | $13,179 | $6,343+107.8% | $5,984+120.2% | $5,287+149.3% |
| Admin fee / account holder | $5,109 | $9,817-48.0% | $8,357-38.9% | $10,133-49.6% |