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 | $169,142 | $208,088-18.7% | $186,193-9.2% | $154,746+9.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 10.15% | 89.97%-79.8pp | 78.03%-67.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,546 | $4,340-41.3% | $3,918-35.0% | $4,379-41.9% |
| Participant deferral / active EE | $3,127 | $7,078-55.8% | $6,513-52.0% | $6,730-53.5% |
| Admin fee / account holder | $30,332 | $11,698+159.3% | $11,058+174.3% | $14,365+111.2% |