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 | $86,827 | $56,894+52.6% | $84,753+2.4% | $62,881+38.1% |
| Participation rate | 83.3% | 68.5%+14.8pp | 76.6%+6.7pp | 69.3%+14.0pp |
| Annual return | 7.28% | 6.30%+1.0pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $9,657 | $2,400+302.4% | $3,574+170.2% | $2,281+323.4% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,307 | $3,581-63.5% | $5,333-75.5% | $4,296-69.6% |