Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $115,709 | $111,535+3.7% | $105,223+10.0% | $137,256-15.7% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 18.28% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,125 | $3,939-20.7% | $3,689-15.3% | $4,156-24.8% |
| Participant deferral / active EE | $6,571 | $5,500+19.5% | $5,072+29.6% | $6,407+2.6% |
| Admin fee / account holder | $1,781 | $9,721-81.7% | $8,859-79.9% | $12,270-85.5% |