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 | $196,407 | $81,233+141.8% | $155,567+26.3% | $80,874+142.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.56% | 33.33%-14.8pp | 64.74%-46.2pp | 35.62%-17.1pp |
| Employer contribution / active EE | $5,430 | $3,101+75.1% | $4,674+16.2% | $2,756+97.1% |
| Participant deferral / active EE | $5,076 | $3,452+47.0% | $5,628-9.8% | $4,297+18.1% |
| Admin fee / account holder | $6,261 | $7,998-21.7% | $15,916-60.7% | $6,935-9.7% |