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 | $137,235 | $61,125+124.5% | $94,057+45.9% | $87,485+56.9% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.3%+17.8pp | 68.9%+22.2pp |
| Annual return | 16.78% | 35.20%-18.4pp | 480.62%-463.8pp | 26.06%-9.3pp |
| Employer contribution / active EE | $6,033 | $2,136+182.4% | $2,933+105.7% | $2,596+132.4% |
| Participant deferral / active EE | $8,777 | $3,260+169.2% | $4,709+86.4% | $4,274+105.4% |
| Admin fee / account holder | $12,178 | $5,629+116.4% | $7,244+68.1% | $7,775+56.6% |