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 | $243,191 | $156,398+55.5% | $147,318+65.1% | $138,895+75.1% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 16.66% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $11,878 | $4,853+144.7% | $4,593+158.6% | $4,194+183.2% |
| Participant deferral / active EE | $8,395 | $8,237+1.9% | $7,906+6.2% | $6,396+31.2% |
| Admin fee / account holder | $25,220 | $14,976+68.4% | $13,708+84.0% | $12,562+100.8% |