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 | $191,226 | $55,902+242.1% | $76,030+151.5% | $80,959+136.2% |
| Participation rate | 93.1% | 62.1%+31.0pp | 69.1%+24.0pp | 67.7%+25.4pp |
| Annual return | 17.76% | 20.59%-2.8pp | 361.54%-343.8pp | 35.67%-17.9pp |
| Employer contribution / active EE | $3,725 | $1,867+99.5% | $2,688+38.6% | $2,757+35.1% |
| Participant deferral / active EE | $10,266 | $3,051+236.5% | $4,257+141.1% | $4,300+138.7% |
| Admin fee / account holder | $5,407 | $5,239+3.2% | $6,421-15.8% | $6,925-21.9% |