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 | $136,743 | $87,733+55.9% | $106,555+28.3% | $85,847+59.3% |
| Participation rate | 97.6% | 71.9%+25.7pp | 76.1%+21.5pp | 69.3%+28.3pp |
| Annual return | 13.13% | 21.86%-8.7pp | 26.80%-13.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $10,100 | $2,073+387.2% | $2,819+258.2% | $2,565+293.7% |
| Participant deferral / active EE | $9,576 | $3,469+176.0% | $4,399+117.7% | $3,952+142.3% |
| Admin fee / account holder | $7,346 | $6,767+8.6% | $7,408-0.8% | $6,261+17.3% |