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 | $99,869 | $84,236+18.6% | $170,435-41.4% | $70,126+42.4% |
| Participation rate | 86.7% | 70.8%+15.8pp | 83.6%+3.1pp | 69.5%+17.1pp |
| Annual return | 15.47% | 23.06%-7.6pp | 205.94%-190.5pp | 73.15%-57.7pp |
| Employer contribution / active EE | $7,450 | $3,387+120.0% | $5,432+37.1% | $2,343+218.1% |
| Participant deferral / active EE | $5,846 | $3,086+89.5% | $4,939+18.4% | $3,332+75.5% |
| Admin fee / account holder | $10,005 | $5,698+75.6% | $13,881-27.9% | $4,645+115.4% |