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 | $155,368 | $78,690+97.4% | $161,489-3.8% | $87,485+77.6% |
| Participation rate | 83.3% | 67.5%+15.9pp | 78.7%+4.6pp | 68.9%+14.4pp |
| Annual return | 14.69% | 32.74%-18.1pp | 89.72%-75.0pp | 26.06%-11.4pp |
| Employer contribution / active EE | $6,246 | $2,588+141.3% | $4,268+46.3% | $2,596+140.6% |
| Participant deferral / active EE | $5,169 | $3,311+56.1% | $5,630-8.2% | $4,274+20.9% |
| Admin fee / account holder | $860 | $6,724-87.2% | $16,006-94.6% | $7,775-88.9% |