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 | $126,875 | $67,602+87.7% | $82,312+54.1% | $70,126+80.9% |
| Participation rate | 82.1% | 72.8%+9.4pp | 76.9%+5.2pp | 69.5%+12.6pp |
| Annual return | 18.12% | 21.57%-3.4pp | 25.88%-7.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $6,786 | $1,755+286.7% | $2,428+179.4% | $2,343+189.7% |
| Participant deferral / active EE | $1,541 | $2,987-48.4% | $3,706-58.4% | $3,332-53.8% |
| Admin fee / account holder | $1,671 | $4,512-63.0% | $5,608-70.2% | $4,645-64.0% |