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 | $137,869 | $114,712+20.2% | $173,730-20.6% | $87,485+57.6% |
| Participation rate | 91.7% | 73.0%+18.7pp | 79.6%+12.1pp | 68.9%+22.7pp |
| Annual return | 16.42% | 20.18%-3.8pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $4,725 | $2,904+62.7% | $4,577+3.2% | $2,596+82.0% |
| Participant deferral / active EE | $10,616 | $4,642+128.7% | $6,326+67.8% | $4,274+148.4% |
| Admin fee / account holder | $20,387 | $10,210+99.7% | $17,523+16.3% | $7,775+162.2% |