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 | $241,707 | $178,174+35.7% | $156,181+54.8% | $137,256+76.1% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 11.59% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $12,221 | $4,972+145.8% | $4,294+184.6% | $4,156+194.1% |
| Participant deferral / active EE | $8,133 | $6,888+18.1% | $6,132+32.6% | $6,407+26.9% |
| Admin fee / account holder | $2,228 | $17,404-87.2% | $14,586-84.7% | $12,270-81.8% |