Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $95,277 | $62,583+52.2% | $76,767+24.1% | $64,173+48.5% |
| Participation rate | 90.8% | 72.8%+18.0pp | 77.0%+13.8pp | 69.6%+21.2pp |
| Annual return | 13.52% | -1.95%+15.5pp | 2.43%+11.1pp | 7.63%+5.9pp |
| Employer contribution / active EE | $3,288 | $1,832+79.5% | $2,485+32.3% | $2,381+38.1% |
| Participant deferral / active EE | $1,638 | $3,145-47.9% | $3,852-57.5% | $3,470-52.8% |
| Admin fee / account holder | $329 | $4,667-93.0% | $6,675-95.1% | $4,887-93.3% |