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 | $226,763 | $56,110+304.1% | $94,993+138.7% | $70,126+223.4% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.9%+16.7pp | 69.5%+21.1pp |
| Annual return | 16.32% | 51.02%-34.7pp | 27.14%-10.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $3,023 | $1,442+109.6% | $2,603+16.1% | $2,343+29.0% |
| Participant deferral / active EE | $7,488 | $2,391+213.2% | $3,317+125.8% | $3,332+124.7% |
| Admin fee / account holder | $608 | $3,456-82.4% | $4,960-87.7% | $4,645-86.9% |