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 | $197,382 | $91,198+116.4% | $178,503+10.6% | $79,856+147.2% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.5pp | 69.6%+10.8pp |
| Annual return | 16.34% | 24.20%-7.9pp | 151.12%-134.8pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,605 | $3,257+72.1% | $5,011+11.9% | $2,471+126.8% |
| Participant deferral / active EE | $6,352 | $3,237+96.3% | $5,202+22.1% | $3,741+69.8% |
| Admin fee / account holder | $2,314 | $6,748-65.7% | $13,987-83.5% | $5,306-56.4% |