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 | $192,821 | $84,236+128.9% | $170,435+13.1% | $70,126+175.0% |
| Participation rate | 80.0% | 70.8%+9.2pp | 83.6%-3.6pp | 69.5%+10.5pp |
| Annual return | 18.80% | 23.06%-4.3pp | 205.94%-187.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $8,559 | $3,387+152.7% | $5,432+57.6% | $2,343+265.4% |
| Participant deferral / active EE | $8,903 | $3,086+188.5% | $4,939+80.2% | $3,332+167.2% |
| Admin fee / account holder | $16,860 | $5,698+195.9% | $13,881+21.5% | $4,645+262.9% |