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 | $153,116 | $106,749+43.4% | $145,433+5.3% | $82,448+85.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.79% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $7,932 | $3,444+130.3% | $4,554+74.2% | $2,551+210.9% |
| Participant deferral / active EE | $11,966 | $6,519+83.6% | $7,897+51.5% | $4,139+189.1% |
| Admin fee / account holder | $12,261 | $8,390+46.1% | $13,129-6.6% | $7,234+69.5% |