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 | $208,848 | $94,436+121.2% | $115,599+80.7% | $82,637+152.7% |
| Participation rate | 97.5% | 70.4%+27.1pp | 74.3%+23.2pp | 68.1%+29.4pp |
| Annual return | 12.84% | 18.37%-5.5pp | 111.10%-98.3pp | 53.51%-40.7pp |
| Employer contribution / active EE | $14,381 | $2,324+518.9% | $2,955+386.6% | $2,552+463.5% |
| Participant deferral / active EE | $8,827 | $3,955+123.2% | $4,889+80.5% | $4,126+113.9% |
| Admin fee / account holder | $25,880 | $10,328+150.6% | $12,841+101.6% | $7,339+252.7% |