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 | $144,421 | $106,864+35.1% | $147,318-2.0% | $82,637+74.8% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.1%-6.3pp | 68.1%+7.7pp |
| Annual return | 15.97% | 27.49%-11.5pp | 70.43%-54.5pp | 53.51%-37.5pp |
| Employer contribution / active EE | $2,226 | $3,417-34.9% | $4,593-51.5% | $2,552-12.8% |
| Participant deferral / active EE | $5,408 | $6,496-16.7% | $7,906-31.6% | $4,126+31.1% |
| Admin fee / account holder | $2,806 | $8,415-66.7% | $13,708-79.5% | $7,339-61.8% |