Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $166,536 | $93,617+77.9% | $135,982+22.5% | $75,177+121.5% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 16.22% | 30.89%-14.7pp | 68.32%-52.1pp | 160.75%-144.5pp |
| Employer contribution / active EE | $2,928 | $3,538-17.2% | $4,859-39.7% | $2,671+9.6% |
| Participant deferral / active EE | $10,198 | $6,406+59.2% | $7,760+31.4% | $4,126+147.1% |
| Admin fee / account holder | $4,787 | $6,980-31.4% | $10,767-55.5% | $5,651-15.3% |