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 | $209,113 | $84,236+148.2% | $170,435+22.7% | $70,126+198.2% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 12.79% | 23.06%-10.3pp | 205.94%-193.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $7,053 | $3,387+108.2% | $5,432+29.8% | $2,343+201.1% |
| Participant deferral / active EE | $5,774 | $3,086+87.1% | $4,939+16.9% | $3,332+73.3% |
| Admin fee / account holder | $16,949 | $5,698+197.4% | $13,881+22.1% | $4,645+264.8% |