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 | $80,772 | $199,109-59.4% | $173,730-53.5% | $154,746-47.8% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.6%+14.2pp | 80.7%+13.0pp |
| Annual return | 10.84% | 20.02%-9.2pp | 19.96%-9.1pp | 172.34%-161.5pp |
| Employer contribution / active EE | $3,629 | $5,311-31.7% | $4,577-20.7% | $4,379-17.1% |
| Participant deferral / active EE | $5,344 | $7,113-24.9% | $6,326-15.5% | $6,730-20.6% |
| Admin fee / account holder | $44,244 | $20,916+111.5% | $17,523+152.5% | $14,365+208.0% |