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 | $162,927 | $183,539-11.2% | $155,556+4.7% | $145,897+11.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.87% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $5,133 | $5,315-3.4% | $4,675+9.8% | $4,663+10.1% |
| Participant deferral / active EE | $10,500 | $6,467+62.4% | $5,631+86.5% | $6,689+57.0% |
| Admin fee / account holder | $34,336 | $19,275+78.1% | $15,885+116.2% | $13,390+156.4% |