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 | $112,804 | $57,352+96.7% | $83,831+34.6% | $64,173+75.8% |
| Participation rate | 76.9% | 68.6%+8.3pp | 76.1%+0.8pp | 69.6%+7.4pp |
| Annual return | 10.15% | 11.38%-1.2pp | 850.99%-840.8pp | 7.63%+2.5pp |
| Employer contribution / active EE | $2,626 | $2,546+3.2% | $3,631-27.7% | $2,381+10.3% |
| Participant deferral / active EE | $6,565 | $2,993+119.3% | $4,082+60.8% | $3,470+89.2% |
| Admin fee / account holder | $33,467 | $4,046+727.1% | $5,479+510.9% | $4,887+584.8% |