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 | $210,652 | $81,233+159.3% | $155,567+35.4% | $80,874+160.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.55% | 33.33%-19.8pp | 64.74%-51.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,667 | $3,101-14.0% | $4,674-42.9% | $2,756-3.2% |
| Participant deferral / active EE | $4,319 | $3,452+25.1% | $5,628-23.3% | $4,297+0.5% |
| Admin fee / account holder | $962 | $7,998-88.0% | $15,916-94.0% | $6,935-86.1% |