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 | $122,867 | $107,368+14.4% | $92,915+32.2% | $152,909-19.6% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.5%+5.8pp |
| Annual return | 20.84% | 145.64%-124.8pp | 109.45%-88.6pp | 345.46%-324.6pp |
| Employer contribution / active EE | $5,318 | $4,222+26.0% | $3,653+45.6% | $4,764+11.6% |
| Participant deferral / active EE | $4,380 | $4,848-9.6% | $4,238+3.4% | $5,851-25.1% |
| Admin fee / account holder | $1,015 | $7,082-85.7% | $5,796-82.5% | $11,601-91.2% |