Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $152,509 | $132,634+15.0% | $115,768+31.7% | $137,256+11.1% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.4%+16.5pp | 80.0%+10.9pp |
| Annual return | 17.30% | 160.70%-143.4pp | 100.46%-83.2pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,310 | $3,360-31.2% | $2,940-21.4% | $4,156-44.4% |
| Participant deferral / active EE | $2,840 | $5,619-49.5% | $4,917-42.2% | $6,407-55.7% |
| Admin fee / account holder | $3,733 | $15,028-75.2% | $12,439-70.0% | $12,270-69.6% |