Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $59,543 | $106,524-44.1% | $152,301-60.9% | $87,485-31.9% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.4%+14.5pp | 68.9%+28.0pp |
| Annual return | 40.96% | 26.89%+14.1pp | 80.50%-39.5pp | 26.06%+14.9pp |
| Employer contribution / active EE | $5,254 | $3,371+55.8% | $4,624+13.6% | $2,596+102.4% |
| Participant deferral / active EE | $9,791 | $6,525+50.1% | $8,004+22.3% | $4,274+129.1% |
| Admin fee / account holder | $454 | $8,287-94.5% | $14,398-96.8% | $7,775-94.2% |