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 | $102,902 | $85,766+20.0% | $136,298-24.5% | $70,126+46.7% |
| Participation rate | 93.2% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 19.82% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $2,553 | $2,966-13.9% | $4,696-45.6% | $2,343+9.0% |
| Participant deferral / active EE | $6,231 | $5,051+23.4% | $6,247-0.3% | $3,332+87.0% |
| Admin fee / account holder | $2,486 | $5,421-54.1% | $9,244-73.1% | $4,645-46.5% |