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 | $172,434 | $72,486+137.9% | $87,103+98.0% | $72,976+136.3% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.9%+17.1pp | 69.5%+24.5pp |
| Annual return | 24.42% | 24.46%0pp | 28.19%-3.8pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,883 | $1,894-0.6% | $2,521-25.3% | $2,440-22.8% |
| Participant deferral / active EE | $5,789 | $3,270+77.1% | $4,049+43.0% | $3,608+60.5% |
| Admin fee / account holder | $11,183 | $5,055+121.2% | $7,491+49.3% | $5,124+118.2% |