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 | $178,476 | $60,349+195.7% | $74,184+140.6% | $62,881+183.8% |
| Participation rate | 91.3% | 72.7%+18.6pp | 76.6%+14.7pp | 69.3%+22.0pp |
| Annual return | 7.81% | 21.38%-13.6pp | 17.74%-9.9pp | 20.14%-12.3pp |
| Employer contribution / active EE | $8,903 | $1,680+429.8% | $2,370+275.6% | $2,281+290.3% |
| Participant deferral / active EE | $6,618 | $2,856+131.7% | $3,550+86.4% | $3,203+106.6% |
| Admin fee / account holder | $6,332 | $4,261+48.6% | $5,586+13.4% | $4,296+47.4% |