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 | $120,857 | $73,787+63.8% | $98,716+22.4% | $82,448+46.6% |
| Participation rate | 87.0% | 61.4%+25.5pp | 69.3%+17.7pp | 68.1%+18.9pp |
| Annual return | 13.54% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $4,348 | $1,511+187.7% | $2,279+90.8% | $2,551+70.4% |
| Participant deferral / active EE | $1,784 | $3,081-42.1% | $4,048-55.9% | $4,139-56.9% |
| Admin fee / account holder | $9,724 | $6,500+49.6% | $8,703+11.7% | $7,234+34.4% |