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 | $217,582 | $165,381+31.6% | $149,730+45.3% | $158,966+36.9% |
| Participation rate | 90.5% | 84.6%+5.9pp | 82.5%+8.0pp | 82.0%+8.5pp |
| Annual return | 13.75% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.2pp |
| Employer contribution / active EE | $3,608 | $5,104-29.3% | $4,645-22.3% | $4,762-24.2% |
| Participant deferral / active EE | $16,433 | $7,182+128.8% | $6,843+140.2% | $5,983+174.7% |
| Admin fee / account holder | $3,962 | $10,809-63.3% | $9,310-57.4% | $11,250-64.8% |