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 | $103,390 | $100,125+3.3% | $81,482+26.9% | $145,978-29.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 12.68% | 34.44%-21.8pp | 24.79%-12.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $10,570 | $2,977+255.0% | $2,463+329.1% | $4,662+126.7% |
| Participant deferral / active EE | $10,720 | $4,609+132.6% | $3,885+175.9% | $6,690+60.2% |
| Admin fee / account holder | $5,000 | $8,198-39.0% | $5,761-13.2% | $13,400-62.7% |