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 | $179,402 | $56,894+215.3% | $84,753+111.7% | $62,881+185.3% |
| Participation rate | 86.0% | 68.5%+17.5pp | 76.6%+9.5pp | 69.3%+16.7pp |
| Annual return | 7.60% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,956 | $2,709+119.9% | $3,712+60.5% | $3,203+86.0% |
| Admin fee / account holder | $7,006 | $3,581+95.7% | $5,333+31.4% | $4,296+63.1% |