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 | $146,708 | $64,324+128.1% | $118,914+23.4% | $79,856+83.7% |
| Participation rate | 92.6% | 64.9%+27.7pp | 75.4%+17.2pp | 69.6%+23.0pp |
| Annual return | 12.36% | 86.45%-74.1pp | 35.89%-23.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,661 | $1,836+99.4% | $3,264+12.2% | $2,471+48.2% |
| Participant deferral / active EE | $6,731 | $2,824+138.4% | $4,266+57.8% | $3,741+79.9% |
| Admin fee / account holder | $1,188 | $4,040-70.6% | $6,582-82.0% | $5,306-77.6% |