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 | $140,671 | $80,983+73.7% | $96,544+45.7% | $75,177+87.1% |
| Participation rate | 94.7% | 71.8%+22.9pp | 76.0%+18.8pp | 67.2%+27.5pp |
| Annual return | 17.95% | 27.05%-9.1pp | 25.88%-7.9pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,203 | $2,282-47.3% | $2,966-59.5% | $2,671-55.0% |
| Participant deferral / active EE | $7,427 | $3,929+89.0% | $4,851+53.1% | $4,126+80.0% |
| Admin fee / account holder | $8,477 | $6,717+26.2% | $8,254+2.7% | $5,651+50.0% |