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 | $229,163 | $56,894+302.8% | $84,753+170.4% | $62,881+264.4% |
| Participation rate | 98.0% | 68.5%+29.5pp | 76.6%+21.4pp | 69.3%+28.7pp |
| Annual return | 10.78% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.4pp |
| Employer contribution / active EE | $14,391 | $2,400+499.7% | $3,574+302.6% | $2,281+530.9% |
| Participant deferral / active EE | $7,845 | $2,709+189.6% | $3,712+111.3% | $3,203+144.9% |
| Admin fee / account holder | $4,598 | $3,581+28.4% | $5,333-13.8% | $4,296+7.0% |