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 | $229,728 | $101,795+125.7% | $165,100+39.1% | $80,959+183.8% |
| Participation rate | 97.0% | 71.8%+25.1pp | 78.6%+18.3pp | 67.7%+29.3pp |
| Annual return | 10.89% | 16.73%-5.8pp | 70.21%-59.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $4,568 | $2,954+54.7% | $4,348+5.1% | $2,757+65.7% |
| Participant deferral / active EE | $7,819 | $4,476+74.7% | $6,035+29.5% | $4,300+81.8% |
| Admin fee / account holder | $4,843 | $8,221-41.1% | $12,696-61.9% | $6,925-30.1% |