Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,640 | $213,785-56.2% | $185,441-49.5% | $155,188-39.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 11.92% | 19.97%-8.0pp | 20.16%-8.2pp | 148.84%-136.9pp |
| Employer contribution / active EE | $4,922 | $5,393-8.7% | $4,672+5.3% | $4,248+15.9% |
| Participant deferral / active EE | $13,722 | $6,864+99.9% | $6,152+123.1% | $6,531+110.1% |
| Admin fee / account holder | $6,056 | $21,134-71.3% | $17,890-66.1% | $14,480-58.2% |