Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $131,846 | $69,590+89.5% | $136,867-3.7% | $94,015+40.2% |
| Participation rate | 92.9% | 66.3%+26.5pp | 74.5%+18.3pp | 70.8%+22.0pp |
| Annual return | 12.84% | 19.62%-6.8pp | 42.97%-30.1pp | 17.84%-5.0pp |
| Employer contribution / active EE | $17,851 | $2,396+644.9% | $3,547+403.3% | $2,790+539.8% |
| Participant deferral / active EE | $6,932 | $3,437+101.7% | $4,924+40.8% | $4,249+63.1% |
| Admin fee / account holder | $7,056 | $8,912-20.8% | $10,340-31.8% | $8,951-21.2% |