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 | $139,097 | $72,269+92.5% | $101,271+37.4% | $79,852+74.2% |
| Participation rate | 88.5% | 68.5%+20.0pp | 75.8%+12.7pp | 69.6%+18.8pp |
| Annual return | 12.05% | 22.29%-10.2pp | 46.48%-34.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $1,006 | $2,692-62.6% | $3,660-72.5% | $2,471-59.3% |
| Participant deferral / active EE | $5,356 | $3,282+63.2% | $4,371+22.5% | $3,740+43.2% |
| Admin fee / account holder | $10,470 | $4,401+137.9% | $5,948+76.0% | $5,306+97.3% |