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 | $150,045 | $93,617+60.3% | $135,982+10.3% | $75,177+99.6% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 18.08% | 30.89%-12.8pp | 68.32%-50.2pp | 160.75%-142.7pp |
| Employer contribution / active EE | $10,697 | $3,538+202.3% | $4,859+120.2% | $2,671+300.5% |
| Participant deferral / active EE | $9,451 | $6,406+47.5% | $7,760+21.8% | $4,126+129.0% |
| Admin fee / account holder | $8,379 | $6,980+20.0% | $10,767-22.2% | $5,651+48.3% |