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 | $229,537 | $118,708+93.4% | $98,920+132.0% | $158,966+44.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 15.10% | 372.49%-357.4pp | 196.47%-181.4pp | 302.95%-287.9pp |
| Employer contribution / active EE | $4,267 | $3,334+28.0% | $2,689+58.7% | $4,762-10.4% |
| Participant deferral / active EE | $8,893 | $5,089+74.7% | $4,245+109.5% | $5,983+48.6% |
| Admin fee / account holder | $3,885 | $10,134-61.7% | $6,643-41.5% | $11,250-65.5% |