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 | $213,099 | $162,821+30.9% | $133,978+59.1% | $158,982+34.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 14.68% | 41.95%-27.3pp | 45.10%-30.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $2,646 | $4,976-46.8% | $3,919-32.5% | $4,763-44.4% |
| Participant deferral / active EE | $7,633 | $5,910+29.1% | $5,047+51.2% | $5,983+27.6% |
| Admin fee / account holder | $964 | $11,742-91.8% | $8,930-89.2% | $11,252-91.4% |