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 | $225,714 | $102,609+120.0% | $98,090+130.1% | $138,895+62.5% |
| Participation rate | 78.3% | 82.8%-4.5pp | 81.5%-3.3pp | 79.9%-1.7pp |
| Annual return | 14.86% | 36.44%-21.6pp | 37.05%-22.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $7,820 | $3,867+102.2% | $3,606+116.8% | $4,194+86.5% |
| Participant deferral / active EE | $4,332 | $8,167-47.0% | $7,845-44.8% | $6,396-32.3% |
| Admin fee / account holder | $17,848 | $11,434+56.1% | $11,815+51.1% | $12,562+42.1% |