Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $240,951 | $81,358+196.2% | $155,556+54.9% | $80,959+197.6% |
| Participation rate | 79.5% | 66.3%+13.2pp | 78.2%+1.2pp | 67.7%+11.8pp |
| Annual return | 10.99% | 33.39%-22.4pp | 64.84%-53.8pp | 35.67%-24.7pp |
| Employer contribution / active EE | $9,393 | $3,106+202.4% | $4,675+100.9% | $2,757+240.7% |
| Participant deferral / active EE | $6,868 | $3,455+98.8% | $5,631+22.0% | $4,300+59.7% |
| Admin fee / account holder | $104,749 | $7,994+1210.4% | $15,885+559.4% | $6,925+1412.5% |