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 | $155,449 | $112,131+38.6% | $95,964+62.0% | $158,982-2.2% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 12.94% | 171.19%-158.3pp | 91.64%-78.7pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,263 | $3,199-60.5% | $2,541-50.3% | $4,763-73.5% |
| Participant deferral / active EE | $5,887 | $4,784+23.1% | $4,167+41.3% | $5,983-1.6% |
| Admin fee / account holder | $885 | $10,136-91.3% | $6,797-87.0% | $11,252-92.1% |