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 | $149,920 | $183,516-18.3% | $155,534-3.6% | $145,884+2.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.24% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $7,827 | $5,315+47.3% | $4,675+67.4% | $4,662+67.9% |
| Participant deferral / active EE | $7,662 | $6,467+18.5% | $5,630+36.1% | $6,690+14.5% |
| Admin fee / account holder | $3,854 | $19,293-80.0% | $15,900-75.8% | $13,392-71.2% |