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 | $107,864 | $76,371+41.2% | $93,621+15.2% | $72,976+47.8% |
| Participation rate | 80.4% | 71.8%+8.7pp | 75.8%+4.6pp | 69.5%+10.9pp |
| Annual return | 22.34% | 25.82%-3.5pp | 32.76%-10.4pp | 81.02%-58.7pp |
| Employer contribution / active EE | $3,203 | $2,276+40.8% | $2,719+17.8% | $2,440+31.3% |
| Participant deferral / active EE | $5,314 | $3,538+50.2% | $4,070+30.6% | $3,608+47.3% |
| Admin fee / account holder | $419 | $6,839-93.9% | $7,890-94.7% | $5,124-91.8% |