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 | $158,290 | $87,059+81.8% | $105,608+49.9% | $80,925+95.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.51% | 17.05%+0.5pp | 116.50%-99.0pp | 35.65%-18.1pp |
| Employer contribution / active EE | $5,441 | $2,396+127.1% | $3,167+71.8% | $2,756+97.4% |
| Participant deferral / active EE | $4,955 | $3,986+24.3% | $5,010-1.1% | $4,299+15.3% |
| Admin fee / account holder | $6,560 | $8,443-22.3% | $11,028-40.5% | $6,940-5.5% |