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 | $168,428 | $58,057+190.1% | $97,032+73.6% | $86,983+93.6% |
| Participation rate | 97.8% | 60.4%+37.5pp | 71.6%+26.3pp | 69.5%+28.3pp |
| Annual return | 18.50% | 22.26%-3.8pp | 35.38%-16.9pp | 25.83%-7.3pp |
| Employer contribution / active EE | $8,180 | $1,663+391.7% | $2,629+211.2% | $2,584+216.5% |
| Participant deferral / active EE | $12,019 | $3,244+270.5% | $4,672+157.2% | $4,194+186.6% |
| Admin fee / account holder | $6,277 | $4,839+29.7% | $9,418-33.3% | $7,856-20.1% |