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 | $97,442 | $86,922+12.1% | $102,438-4.9% | $80,874+20.5% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 11.65% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-24.0pp |
| Employer contribution / active EE | $2,031 | $2,369-14.3% | $3,024-32.8% | $2,756-26.3% |
| Participant deferral / active EE | $5,932 | $4,119+44.0% | $5,054+17.4% | $4,297+38.1% |
| Admin fee / account holder | $8,034 | $8,050-0.2% | $9,448-15.0% | $6,935+15.8% |