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 | $240,869 | $201,370+19.6% | $184,256+30.7% | $145,897+65.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 17.03% | 29.05%-12.0pp | 28.85%-11.8pp | 552.29%-535.3pp |
| Employer contribution / active EE | $3,493 | $7,024-50.3% | $6,427-45.6% | $4,663-25.1% |
| Participant deferral / active EE | $15,003 | $9,808+53.0% | $9,133+64.3% | $6,689+124.3% |
| Admin fee / account holder | $10,262 | $16,364-37.3% | $13,899-26.2% | $13,390-23.4% |