Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $98,118 | $111,535-12.0% | $105,223-6.8% | $137,256-28.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 80.0%+5.0pp |
| Annual return | 17.86% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $15,065 | $3,939+282.4% | $3,689+308.4% | $4,156+262.5% |
| Participant deferral / active EE | $7,607 | $5,500+38.3% | $5,072+50.0% | $6,407+18.7% |
| Admin fee / account holder | $2,784 | $9,721-71.4% | $8,859-68.6% | $12,270-77.3% |