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 | $178,863 | $74,535+140.0% | $100,712+77.6% | $82,637+116.4% |
| Participation rate | 93.1% | 61.2%+31.9pp | 69.3%+23.8pp | 68.1%+25.0pp |
| Annual return | 12.86% | 18.92%-6.1pp | 33.27%-20.4pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,482 | $1,503+131.7% | $2,313+50.6% | $2,552+36.4% |
| Participant deferral / active EE | $4,324 | $3,074+40.7% | $4,085+5.9% | $4,126+4.8% |
| Admin fee / account holder | $3,877 | $6,576-41.0% | $9,256-58.1% | $7,339-47.2% |