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 | $219,384 | $104,251+110.4% | $91,004+141.1% | $147,586+48.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 13.67% | 27.06%-13.4pp | 4.60%+9.1pp | 578.59%-564.9pp |
| Employer contribution / active EE | $3,342 | $3,116+7.3% | $2,456+36.1% | $4,876-31.5% |
| Participant deferral / active EE | $8,776 | $4,195+109.2% | $3,548+147.4% | $5,439+61.4% |
| Admin fee / account holder | $16,157 | $8,948+80.6% | $5,417+198.2% | $10,886+48.4% |