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 | $218,883 | $86,938+151.8% | $102,423+113.7% | $80,925+170.5% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.1pp |
| Annual return | 19.27% | 18.89%+0.4pp | 29.42%-10.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $3,695 | $2,369+56.0% | $3,023+22.2% | $2,756+34.1% |
| Participant deferral / active EE | $3,338 | $4,120-19.0% | $5,054-34.0% | $4,299-22.4% |
| Admin fee / account holder | $14,750 | $8,053+83.2% | $9,455+56.0% | $6,940+112.5% |