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 | $191,079 | $94,031+103.2% | $115,768+65.1% | $82,448+131.8% |
| Participation rate | 81.1% | 70.4%+10.7pp | 74.4%+6.7pp | 68.1%+13.0pp |
| Annual return | 16.42% | 20.61%-4.2pp | 100.46%-84.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,057 | $2,323-11.5% | $2,940-30.0% | $2,551-19.4% |
| Participant deferral / active EE | $5,453 | $3,972+37.3% | $4,917+10.9% | $4,139+31.7% |
| Admin fee / account holder | $2,205 | $10,249-78.5% | $12,439-82.3% | $7,234-69.5% |