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 | $78,930 | $56,894+38.7% | $84,753-6.9% | $62,881+25.5% |
| Participation rate | 84.8% | 68.5%+16.3pp | 76.6%+8.3pp | 69.3%+15.5pp |
| Annual return | 8.12% | 6.30%+1.8pp | 22.78%-14.7pp | 20.14%-12.0pp |
| Employer contribution / active EE | $10,212 | $2,400+325.6% | $3,574+185.7% | $2,281+347.7% |
| Participant deferral / active EE | $2,483 | $2,709-8.4% | $3,712-33.1% | $3,203-22.5% |
| Admin fee / account holder | $6,595 | $3,581+84.2% | $5,333+23.7% | $4,296+53.5% |