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 | $170,306 | $77,920+118.6% | $149,723+13.7% | $75,177+126.5% |
| Participation rate | 86.1% | 65.6%+20.5pp | 78.8%+7.3pp | 67.2%+18.9pp |
| Annual return | 20.05% | 31.72%-11.7pp | 134.50%-114.4pp | 160.75%-140.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,166 | $3,411+110.1% | $5,682+26.1% | $4,126+73.7% |
| Admin fee / account holder | $8,430 | $5,951+41.7% | $13,215-36.2% | $5,651+49.2% |