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 | $113,840 | $185,312-38.6% | $161,489-29.5% | $154,746-26.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 18.93% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,332 | $4,769-51.1% | $4,268-45.4% | $4,379-46.8% |
| Participant deferral / active EE | $7,429 | $6,350+17.0% | $5,630+32.0% | $6,730+10.4% |
| Admin fee / account holder | $484 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |