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 | $172,116 | $98,760+74.3% | $149,715+15.0% | $79,858+115.5% |
| Participation rate | 75.8% | 75.8%0pp | 82.5%-6.7pp | 69.6%+6.1pp |
| Annual return | 15.26% | 27.43%-12.2pp | 276.66%-261.4pp | 31.72%-16.5pp |
| Employer contribution / active EE | $1,915 | $3,217-40.5% | $4,645-58.8% | $2,471-22.5% |
| Participant deferral / active EE | $7,083 | $5,681+24.7% | $6,842+3.5% | $3,740+89.4% |
| Admin fee / account holder | $2,914 | $6,053-51.9% | $9,310-68.7% | $5,306-45.1% |