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 | $185,930 | $81,331+128.6% | $155,534+19.5% | $80,935+129.7% |
| Participation rate | 91.9% | 66.3%+25.7pp | 78.2%+13.7pp | 67.7%+24.3pp |
| Annual return | 11.96% | 33.37%-21.4pp | 64.92%-53.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $8,284 | $3,105+166.8% | $4,675+77.2% | $2,757+200.5% |
| Participant deferral / active EE | $5,710 | $3,454+65.3% | $5,630+1.4% | $4,299+32.8% |
| Admin fee / account holder | $2,825 | $7,999-64.7% | $15,900-82.2% | $6,924-59.2% |