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 | $214,800 | $138,393+55.2% | $184,256+16.6% | $80,959+165.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 17.50% | 20.01%-2.5pp | 28.85%-11.3pp | 35.67%-18.2pp |
| Employer contribution / active EE | $8,653 | $4,847+78.5% | $6,427+34.6% | $2,757+213.8% |
| Participant deferral / active EE | $12,759 | $7,076+80.3% | $9,133+39.7% | $4,300+196.7% |
| Admin fee / account holder | $16,198 | $10,489+54.4% | $13,899+16.5% | $6,925+133.9% |