Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,822 | $178,174-52.4% | $156,181-45.7% | $137,256-38.2% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 15.13% | 84.19%-69.1pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,781 | $4,972-44.1% | $4,294-35.2% | $4,156-33.1% |
| Participant deferral / active EE | $5,874 | $6,888-14.7% | $6,132-4.2% | $6,407-8.3% |
| Admin fee / account holder | $437 | $17,404-97.5% | $14,586-97.0% | $12,270-96.4% |