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 | $112,800 | $76,551+47.4% | $123,894-9.0% | $62,881+79.4% |
| Participation rate | 96.2% | 73.0%+23.2pp | 81.4%+14.7pp | 69.3%+26.8pp |
| Annual return | 11.13% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $4,939 | $2,882+71.4% | $4,617+7.0% | $2,281+116.5% |
| Participant deferral / active EE | $11,827 | $4,840+144.4% | $5,984+97.6% | $3,203+269.2% |
| Admin fee / account holder | $7,028 | $4,826+45.6% | $8,357-15.9% | $4,296+63.6% |