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 | $243,396 | $101,778+139.1% | $164,975+47.5% | $80,925+200.8% |
| Participation rate | 97.8% | 71.8%+26.0pp | 78.6%+19.2pp | 67.7%+30.2pp |
| Annual return | 18.59% | 16.73%+1.9pp | 70.12%-51.5pp | 35.65%-17.1pp |
| Employer contribution / active EE | $5,857 | $2,954+98.3% | $4,343+34.9% | $2,756+112.5% |
| Participant deferral / active EE | $12,798 | $4,477+185.9% | $6,033+112.1% | $4,299+197.7% |
| Admin fee / account holder | $1,926 | $8,221-76.6% | $12,688-84.8% | $6,940-72.2% |