Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $211,939 | $76,834+175.8% | $108,359+95.6% | $87,485+142.3% |
| Participation rate | 98.5% | 61.7%+36.8pp | 70.1%+28.4pp | 68.9%+29.6pp |
| Annual return | 14.07% | 19.09%-5.0pp | 36.89%-22.8pp | 26.06%-12.0pp |
| Employer contribution / active EE | $2,701 | $1,556+73.5% | $2,399+12.6% | $2,596+4.0% |
| Participant deferral / active EE | $7,139 | $3,100+130.3% | $4,137+72.6% | $4,274+67.0% |
| Admin fee / account holder | $27,756 | $6,537+324.6% | $9,741+184.9% | $7,775+257.0% |