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 | $246,714 | $77,814+217.1% | $158,223+55.9% | $86,983+183.6% |
| Participation rate | 81.1% | 68.4%+12.7pp | 79.2%+1.9pp | 69.5%+11.5pp |
| Annual return | 14.74% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $3,937 | $2,592+51.9% | $4,109-4.2% | $2,584+52.3% |
| Participant deferral / active EE | $7,019 | $3,270+114.7% | $5,467+28.4% | $4,194+67.4% |
| Admin fee / account holder | $1,494 | $5,879-74.6% | $16,047-90.7% | $7,856-81.0% |