Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $172,353 | $56,484+205.1% | $169,452+1.7% | $64,173+168.6% |
| Participation rate | 88.9% | 64.5%+24.3pp | 77.8%+11.1pp | 69.6%+19.3pp |
| Annual return | 9.31% | -1.55%+10.9pp | 1.83%+7.5pp | 7.63%+1.7pp |
| Employer contribution / active EE | $4,215 | $1,832+130.0% | $4,157+1.4% | $2,381+77.0% |
| Participant deferral / active EE | $10,322 | $3,448+199.4% | $5,277+95.6% | $3,470+197.5% |
| Admin fee / account holder | $6,868 | $4,174+64.5% | $9,110-24.6% | $4,887+40.5% |