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 | $246,782 | $95,406+158.7% | $185,849+32.8% | $85,847+187.5% |
| Participation rate | 87.9% | 68.8%+19.1pp | 81.7%+6.2pp | 69.3%+18.6pp |
| Annual return | 14.02% | 23.59%-9.6pp | 122.10%-108.1pp | 318.61%-304.6pp |
| Employer contribution / active EE | $7,192 | $3,314+117.1% | $5,169+39.2% | $2,565+180.4% |
| Participant deferral / active EE | $5,444 | $3,424+59.0% | $5,569-2.2% | $3,952+37.7% |
| Admin fee / account holder | $6,935 | $7,214-3.9% | $16,244-57.3% | $6,261+10.8% |