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 | $147,633 | $71,230+107.3% | $93,727+57.5% | $80,959+82.4% |
| Participation rate | 81.0% | 60.4%+20.6pp | 68.7%+12.2pp | 67.7%+13.3pp |
| Annual return | 11.96% | 11.26%+0.7pp | 133.83%-121.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $1,040 | $1,565-33.6% | $2,421-57.1% | $2,757-62.3% |
| Participant deferral / active EE | $5,426 | $4,037+34.4% | $4,417+22.8% | $4,300+26.2% |
| Admin fee / account holder | $9,716 | $6,961+39.6% | $8,292+17.2% | $6,925+40.3% |