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 | $208,644 | $77,638+168.7% | $156,551+33.3% | $62,881+231.8% |
| Participation rate | 96.6% | 71.2%+25.4pp | 84.0%+12.5pp | 69.3%+27.2pp |
| Annual return | 8.60% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $6,252 | $3,444+81.5% | $5,501+13.6% | $2,281+174.1% |
| Participant deferral / active EE | $4,307 | $3,046+41.4% | $4,871-11.6% | $3,203+34.5% |
| Admin fee / account holder | $8,274 | $5,561+48.8% | $13,028-36.5% | $4,296+92.6% |