Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,575 | $73,978+65.7% | $96,515+27.0% | $75,173+63.1% |
| Participation rate | 92.9% | 66.4%+26.4pp | 74.3%+18.5pp | 67.2%+25.7pp |
| Annual return | 16.13% | 26.72%-10.6pp | 35.73%-19.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $5,825 | $2,931+98.8% | $3,740+55.8% | $2,671+118.1% |
| Participant deferral / active EE | $10,599 | $3,660+189.6% | $4,880+117.2% | $4,126+156.9% |
| Admin fee / account holder | $7,612 | $5,219+45.9% | $6,735+13.0% | $5,651+34.7% |