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 | $201,033 | $102,638+95.9% | $81,991+145.2% | $158,966+26.5% |
| Participation rate | 93.8% | 75.5%+18.2pp | 69.3%+24.5pp | 82.0%+11.8pp |
| Annual return | 17.75% | 61.05%-43.3pp | 41.31%-23.6pp | 302.95%-285.2pp |
| Employer contribution / active EE | $1,356 | $3,241-58.2% | $2,498-45.7% | $4,762-71.5% |
| Participant deferral / active EE | $16,066 | $4,649+245.6% | $3,722+331.6% | $5,983+168.5% |
| Admin fee / account holder | $1,135 | $8,237-86.2% | $5,665-80.0% | $11,250-89.9% |