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 | $135,632 | $68,880+96.9% | $120,580+12.5% | $80,959+67.5% |
| Participation rate | 98.1% | 61.7%+36.4pp | 72.0%+26.2pp | 67.7%+30.5pp |
| Annual return | 12.47% | 23.68%-11.2pp | 107.48%-95.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $7,095 | $2,066+243.4% | $3,469+104.5% | $2,757+157.3% |
| Participant deferral / active EE | $6,506 | $3,191+103.9% | $4,995+30.2% | $4,300+51.3% |
| Admin fee / account holder | $3,187 | $5,785-44.9% | $9,418-66.2% | $6,925-54.0% |