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 | $158,908 | $58,828+170.1% | $78,002+103.7% | $62,881+152.7% |
| Participation rate | 95.7% | 71.1%+24.6pp | 75.5%+20.1pp | 69.3%+26.3pp |
| Annual return | 7.44% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,696 | $1,672+121.1% | $2,470+49.6% | $2,281+62.0% |
| Participant deferral / active EE | $6,655 | $2,686+147.8% | $3,497+90.3% | $3,203+107.8% |
| Admin fee / account holder | $4,690 | $4,393+6.8% | $5,481-14.4% | $4,296+9.2% |