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 | $118,980 | $86,949+36.8% | $102,460+16.1% | $80,959+47.0% |
| Participation rate | 72.3% | 72.4%-0.1pp | 76.5%-4.2pp | 67.7%+4.6pp |
| Annual return | 13.50% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,566 | $2,370+50.5% | $3,025+17.9% | $2,757+29.3% |
| Participant deferral / active EE | $5,431 | $4,121+31.8% | $5,056+7.4% | $4,300+26.3% |
| Admin fee / account holder | $37,432 | $8,048+365.1% | $9,460+295.7% | $6,925+440.5% |