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 | $182,731 | $63,082+189.7% | $81,726+123.6% | $79,856+128.8% |
| Participation rate | 92.6% | 67.5%+25.1pp | 72.0%+20.6pp | 69.6%+23.0pp |
| Annual return | 15.39% | 22.66%-7.3pp | 29.49%-14.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $4,184 | $1,795+133.1% | $4,311-2.9% | $2,471+69.3% |
| Participant deferral / active EE | $10,540 | $2,780+279.1% | $7,108+48.3% | $3,741+181.8% |
| Admin fee / account holder | $12,253 | $4,428+176.7% | $5,160+137.5% | $5,306+130.9% |