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 | $53,223 | $181,896-70.7% | $156,551-66.0% | $273,972-80.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.56% | 30.74%-17.2pp | 32.23%-18.7pp | 41.46%-27.9pp |
| Employer contribution / active EE | $7,091 | $6,248+13.5% | $5,501+28.9% | $4,869+45.6% |
| Participant deferral / active EE | $5,981 | $5,550+7.8% | $4,871+22.8% | $5,287+13.1% |
| Admin fee / account holder | $1,073 | $15,560-93.1% | $13,028-91.8% | $10,133-89.4% |