Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,669 | $87,059+5.3% | $105,608-13.2% | $80,925+13.3% |
| Participation rate | 93.5% | 70.4%+23.1pp | 75.3%+18.3pp | 67.7%+25.9pp |
| Annual return | 18.86% | 17.05%+1.8pp | 116.50%-97.6pp | 35.65%-16.8pp |
| Employer contribution / active EE | $3,230 | $2,396+34.8% | $3,167+2.0% | $2,756+17.2% |
| Participant deferral / active EE | $5,594 | $3,986+40.4% | $5,010+11.7% | $4,299+30.1% |
| Admin fee / account holder | $4,889 | $8,443-42.1% | $11,028-55.7% | $6,940-29.5% |