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 | $131,945 | $81,487+61.9% | $102,412+28.8% | $80,935+63.0% |
| Participation rate | 98.4% | 66.8%+31.5pp | 74.5%+23.9pp | 67.7%+30.7pp |
| Annual return | 16.70% | 25.60%-8.9pp | 24.94%-8.2pp | 35.66%-19.0pp |
| Employer contribution / active EE | $11,543 | $3,103+272.0% | $3,870+198.3% | $2,757+318.7% |
| Participant deferral / active EE | $6,339 | $3,871+63.8% | $5,060+25.3% | $4,299+47.4% |
| Admin fee / account holder | $605 | $6,717-91.0% | $8,388-92.8% | $6,924-91.3% |