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 | $63,825 | $155,555-59.0% | $146,866-56.5% | $155,188-58.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.02% | 115.41%-102.4pp | 102.85%-89.8pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,566 | $4,647-44.8% | $4,425-42.0% | $4,248-39.6% |
| Participant deferral / active EE | $5,082 | $8,044-36.8% | $7,759-34.5% | $6,531-22.2% |
| Admin fee / account holder | $4,848 | $14,755-67.1% | $13,620-64.4% | $14,480-66.5% |