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 | $124,432 | $115,931+7.3% | $185,441-32.9% | $86,983+43.1% |
| Participation rate | 90.0% | 73.6%+16.4pp | 80.3%+9.7pp | 69.5%+20.5pp |
| Annual return | 14.73% | 21.47%-6.7pp | 20.16%-5.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $4,063 | $2,937+38.3% | $4,672-13.1% | $2,584+57.2% |
| Participant deferral / active EE | $6,865 | $4,551+50.8% | $6,152+11.6% | $4,194+63.7% |
| Admin fee / account holder | $1,692 | $10,687-84.2% | $17,890-90.5% | $7,856-78.5% |