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 | $170,405 | $125,797+35.5% | $170,043+0.2% | $75,173+126.7% |
| Participation rate | 92.7% | 83.6%+9.1pp | 87.0%+5.7pp | 67.2%+25.5pp |
| Annual return | 16.33% | 27.20%-10.9pp | 53.40%-37.1pp | 160.72%-144.4pp |
| Employer contribution / active EE | $5,012 | $4,616+8.6% | $6,790-26.2% | $2,671+87.6% |
| Participant deferral / active EE | $4,228 | $6,838-38.2% | $10,410-59.4% | $4,126+2.5% |
| Admin fee / account holder | $9,288 | $8,177+13.6% | $12,824-27.6% | $5,651+64.4% |