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 | $247,186 | $110,240+124.2% | $96,544+156.0% | $139,487+77.2% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 15.67% | 26.41%-10.7pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $3,630 | $3,622+0.2% | $2,966+22.4% | $4,755-23.6% |
| Participant deferral / active EE | $5,447 | $5,549-1.8% | $4,851+12.3% | $6,713-18.8% |
| Admin fee / account holder | $4,074 | $11,602-64.9% | $8,254-50.6% | $11,407-64.3% |