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 | $202,260 | $102,385+97.5% | $147,080+37.5% | $80,935+149.9% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.1pp |
| Annual return | 15.78% | 135.09%-119.3pp | 420.17%-404.4pp | 35.66%-19.9pp |
| Employer contribution / active EE | $3,457 | $3,717-7.0% | $4,933-29.9% | $2,757+25.4% |
| Participant deferral / active EE | $8,940 | $6,651+34.4% | $8,066+10.8% | $4,299+107.9% |
| Admin fee / account holder | $5,220 | $7,951-34.4% | $12,989-59.8% | $6,924-24.6% |