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 | $222,133 | $100,970+120.0% | $96,576+130.0% | $137,256+61.8% |
| Participation rate | 84.6% | 82.6%+2.0pp | 81.4%+3.2pp | 80.0%+4.7pp |
| Annual return | 15.86% | 38.16%-22.3pp | 38.47%-22.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,840 | $3,809+0.8% | $3,553+8.1% | $4,156-7.6% |
| Participant deferral / active EE | $8,035 | $8,286-3.0% | $7,956+1.0% | $6,407+25.4% |
| Admin fee / account holder | $873 | $11,312-92.3% | $11,381-92.3% | $12,270-92.9% |