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 | $243,085 | $93,598+159.7% | $135,974+78.8% | $75,173+223.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.97% | 30.89%-13.9pp | 68.30%-51.3pp | 160.72%-143.7pp |
| Employer contribution / active EE | $3,237 | $3,538-8.5% | $4,859-33.4% | $2,671+21.2% |
| Participant deferral / active EE | $13,081 | $6,405+104.2% | $7,760+68.6% | $4,126+217.0% |
| Admin fee / account holder | $12,089 | $6,978+73.3% | $10,767+12.3% | $5,651+113.9% |