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 | $116,445 | $63,082+84.6% | $81,726+42.5% | $79,856+45.8% |
| Participation rate | 85.3% | 67.5%+17.8pp | 72.0%+13.3pp | 69.6%+15.7pp |
| Annual return | 17.52% | 22.66%-5.1pp | 29.49%-12.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,299 | $1,795+139.4% | $4,311-0.3% | $2,471+74.0% |
| Participant deferral / active EE | $3,674 | $2,780+32.1% | $7,108-48.3% | $3,741-1.8% |
| Admin fee / account holder | $3,415 | $4,428-22.9% | $5,160-33.8% | $5,306-35.6% |