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 | $166,081 | $72,273+129.8% | $101,275+64.0% | $79,856+108.0% |
| Participation rate | 93.2% | 68.5%+24.7pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | 13.86% | 22.30%-8.4pp | 46.48%-32.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,373 | $3,282+33.2% | $4,3710% | $3,741+16.9% |
| Admin fee / account holder | $10,880 | $4,401+147.2% | $5,948+82.9% | $5,306+105.0% |