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 | $209,193 | $83,485+150.6% | $125,192+67.1% | $72,975+186.7% |
| Participation rate | 74.1% | 73.3%+0.8pp | 79.8%-5.7pp | 69.5%+4.6pp |
| Annual return | 23.72% | 25.77%-2.0pp | 43.79%-20.1pp | 81.01%-57.3pp |
| Employer contribution / active EE | $1,309 | $2,346-44.2% | $3,866-66.1% | $2,440-46.4% |
| Participant deferral / active EE | $2,261 | $3,586-37.0% | $4,937-54.2% | $3,608-37.3% |
| Admin fee / account holder | $1,556 | $5,518-71.8% | $9,704-84.0% | $5,124-69.6% |