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 | $113,629 | $95,453+19.0% | $112,040+1.4% | $82,448+37.8% |
| Participation rate | 91.2% | 72.8%+18.5pp | 76.5%+14.7pp | 68.1%+23.2pp |
| Annual return | 15.74% | 23.92%-8.2pp | 24.52%-8.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $860 | $2,318-62.9% | $2,954-70.9% | $2,551-66.3% |
| Participant deferral / active EE | $6,960 | $4,224+64.8% | $5,098+36.5% | $4,139+68.1% |
| Admin fee / account holder | $4,456 | $9,013-50.6% | $12,098-63.2% | $7,234-38.4% |