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 | $77,611 | $184,014-57.8% | $161,149-51.8% | $138,895-44.1% |
| Participation rate | 90.5% | 82.1%+8.4pp | 78.8%+11.6pp | 79.9%+10.6pp |
| Annual return | 13.99% | 21.52%-7.5pp | 21.16%-7.2pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,452 | $5,055-31.7% | $4,360-20.8% | $4,194-17.7% |
| Participant deferral / active EE | $10,422 | $6,909+50.8% | $6,153+69.4% | $6,396+62.9% |
| Admin fee / account holder | $1,862 | $18,027-89.7% | $15,194-87.7% | $12,562-85.2% |