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 | $143,715 | $81,504+76.3% | $102,437+40.3% | $80,959+77.5% |
| Participation rate | 76.2% | 66.9%+9.3pp | 74.5%+1.7pp | 67.7%+8.5pp |
| Annual return | 10.88% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $3,334 | $3,104+7.4% | $3,871-13.9% | $2,757+20.9% |
| Participant deferral / active EE | $6,389 | $3,871+65.1% | $5,060+26.3% | $4,300+48.6% |
| Admin fee / account holder | $14,973 | $6,719+122.8% | $8,388+78.5% | $6,925+116.2% |