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 | $230,748 | $135,956+69.7% | $123,894+86.2% | $273,972-15.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 9.32% | 56.63%-47.3pp | 47.52%-38.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $2,825 | $5,170-45.4% | $4,617-38.8% | $4,869-42.0% |
| Participant deferral / active EE | $8,884 | $6,343+40.1% | $5,984+48.5% | $5,287+68.0% |
| Admin fee / account holder | $1,648 | $9,817-83.2% | $8,357-80.3% | $10,133-83.7% |