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 | $97,462 | $78,520+24.1% | $96,576+0.9% | $82,448+18.2% |
| Participation rate | 82.8% | 77.7%+5.1pp | 81.4%+1.4pp | 68.1%+14.7pp |
| Annual return | 33.96% | 41.30%-7.3pp | 38.47%-4.5pp | 41.64%-7.7pp |
| Employer contribution / active EE | $6,211 | $2,630+136.2% | $3,553+74.8% | $2,551+143.5% |
| Participant deferral / active EE | $13,577 | $6,754+101.0% | $7,956+70.6% | $4,139+228.0% |
| Admin fee / account holder | $15,894 | $13,455+18.1% | $11,381+39.7% | $7,234+119.7% |