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 | $136,446 | $71,215+91.6% | $93,696+45.6% | $80,935+68.6% |
| Participation rate | 84.8% | 60.4%+24.4pp | 68.7%+16.1pp | 67.7%+17.1pp |
| Annual return | 10.76% | 11.27%-0.5pp | 133.74%-123.0pp | 35.66%-24.9pp |
| Employer contribution / active EE | $3,681 | $1,565+135.2% | $2,422+52.0% | $2,757+33.5% |
| Participant deferral / active EE | $7,751 | $4,037+92.0% | $4,417+75.5% | $4,299+80.3% |
| Admin fee / account holder | $6,739 | $6,958-3.1% | $8,287-18.7% | $6,924-2.7% |