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 | $187,891 | $93,598+100.7% | $135,974+38.2% | $75,173+149.9% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 18.89% | 30.89%-12.0pp | 68.30%-49.4pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,066 | $3,538-69.9% | $4,859-78.1% | $2,671-60.1% |
| Participant deferral / active EE | $14,610 | $6,405+128.1% | $7,760+88.3% | $4,126+254.1% |
| Admin fee / account holder | $7,427 | $6,978+6.4% | $10,767-31.0% | $5,651+31.4% |