Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $107,533 | $182,442-41.1% | $163,379-34.2% | $138,895-22.6% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 20.67% | 72.74%-52.1pp | 63.41%-42.7pp | 145.39%-124.7pp |
| Employer contribution / active EE | $5,077 | $4,159+22.1% | $3,752+35.3% | $4,194+21.1% |
| Participant deferral / active EE | $15,129 | $6,817+121.9% | $6,282+140.8% | $6,396+136.5% |
| Admin fee / account holder | $846 | $10,396-91.9% | $9,818-91.4% | $12,562-93.3% |