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 | $199,566 | $85,171+134.3% | $172,752+15.5% | $72,975+173.5% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 20.23% | 27.32%-7.1pp | 802.97%-782.7pp | 81.01%-60.8pp |
| Employer contribution / active EE | $6,526 | $3,324+96.3% | $5,144+26.9% | $2,440+167.4% |
| Participant deferral / active EE | $5,178 | $3,260+58.8% | $5,198-0.4% | $3,608+43.5% |
| Admin fee / account holder | $58,354 | $5,880+892.4% | $13,955+318.2% | $5,124+1038.8% |