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 | $191,133 | $67,602+182.7% | $82,312+132.2% | $70,126+172.6% |
| Participation rate | 80.8% | 72.8%+8.0pp | 76.9%+3.9pp | 69.5%+11.2pp |
| Annual return | 13.24% | 21.57%-8.3pp | 25.88%-12.6pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,404 | $2,987+47.4% | $3,706+18.8% | $3,332+32.2% |
| Admin fee / account holder | $6,525 | $4,512+44.6% | $5,608+16.4% | $4,645+40.5% |