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 | $171,013 | $106,864+60.0% | $147,318+16.1% | $82,637+106.9% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.6pp | 68.1%+10.4pp |
| Annual return | 17.59% | 27.49%-9.9pp | 70.43%-52.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $7,529 | $3,417+120.4% | $4,593+63.9% | $2,552+195.0% |
| Participant deferral / active EE | $11,341 | $6,496+74.6% | $7,906+43.4% | $4,126+174.9% |
| Admin fee / account holder | $4,646 | $8,415-44.8% | $13,708-66.1% | $7,339-36.7% |