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 | $115,063 | $81,233+41.6% | $155,567-26.0% | $80,874+42.3% |
| Participation rate | 93.9% | 66.2%+27.6pp | 78.2%+15.7pp | 67.6%+26.2pp |
| Annual return | 13.43% | 33.33%-19.9pp | 64.74%-51.3pp | 35.62%-22.2pp |
| Employer contribution / active EE | $3,679 | $3,101+18.6% | $4,674-21.3% | $2,756+33.5% |
| Participant deferral / active EE | $5,805 | $3,452+68.2% | $5,628+3.2% | $4,297+35.1% |
| Admin fee / account holder | $8,633 | $7,998+7.9% | $15,916-45.8% | $6,935+24.5% |