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 | $196,690 | $77,908+152.5% | $149,696+31.4% | $75,173+161.7% |
| Participation rate | 80.0% | 65.6%+14.4pp | 78.8%+1.2pp | 67.2%+12.8pp |
| Annual return | 19.64% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $6,588 | $3,138+110.0% | $4,821+36.7% | $2,671+146.6% |
| Participant deferral / active EE | $7,083 | $3,411+107.7% | $5,682+24.7% | $4,126+71.7% |
| Admin fee / account holder | $2,957 | $5,950-50.3% | $13,212-77.6% | $5,651-47.7% |