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 | $164,209 | $106,524+54.2% | $152,301+7.8% | $87,485+87.7% |
| Participation rate | 94.7% | 75.8%+19.0pp | 82.4%+12.3pp | 68.9%+25.8pp |
| Annual return | 16.81% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $8,127 | $3,371+141.1% | $4,624+75.7% | $2,596+213.0% |
| Participant deferral / active EE | $13,396 | $6,525+105.3% | $8,004+67.4% | $4,274+213.5% |
| Admin fee / account holder | $3,946 | $8,287-52.4% | $14,398-72.6% | $7,775-49.2% |