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 | $139,189 | $58,057+139.7% | $97,032+43.4% | $86,983+60.0% |
| Participation rate | 97.3% | 60.4%+36.9pp | 71.6%+25.7pp | 69.5%+27.8pp |
| Annual return | 15.27% | 22.26%-7.0pp | 35.38%-20.1pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,500 | $1,663+50.3% | $2,629-4.9% | $2,584-3.3% |
| Participant deferral / active EE | $5,871 | $3,244+81.0% | $4,672+25.7% | $4,194+40.0% |
| Admin fee / account holder | $5,909 | $4,839+22.1% | $9,418-37.3% | $7,856-24.8% |