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 | $136,858 | $97,550+40.3% | $120,344+13.7% | $87,485+56.4% |
| Participation rate | 83.7% | 72.8%+10.9pp | 76.7%+7.0pp | 68.9%+14.8pp |
| Annual return | 16.55% | 18.41%-1.9pp | 20.30%-3.8pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,977 | $2,291+30.0% | $3,020-1.4% | $2,596+14.7% |
| Participant deferral / active EE | $5,985 | $4,230+41.5% | $5,135+16.6% | $4,274+40.1% |
| Admin fee / account holder | $5,232 | $9,543-45.2% | $12,742-58.9% | $7,775-32.7% |