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 | $171,062 | $49,249+247.3% | $70,476+142.7% | $79,852+114.2% |
| Participation rate | 93.8% | 69.2%+24.6pp | 75.1%+18.7pp | 69.6%+24.1pp |
| Annual return | 12.74% | 30.09%-17.4pp | 109.12%-96.4pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,499 | $2,100-28.7% | $2,738-45.3% | $2,471-39.4% |
| Participant deferral / active EE | $2,421 | $2,769-12.6% | $3,710-34.7% | $3,740-35.3% |
| Admin fee / account holder | $6,967 | $2,878+142.1% | $3,847+81.1% | $5,306+31.3% |