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 | $148,354 | $64,729+129.2% | $112,263+32.1% | $68,490+116.6% |
| Participation rate | 91.9% | 67.2%+24.8pp | 75.1%+16.9pp | 67.9%+24.0pp |
| Annual return | 24.85% | -11.40%+36.2pp | 27.49%-2.6pp | -7.85%+32.7pp |
| Employer contribution / active EE | $5,243 | $2,746+90.9% | $3,636+44.2% | $2,597+101.9% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $10,336 | $5,222+97.9% | $6,410+61.2% | $5,403+91.3% |