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 | $139,654 | $202,342-31.0% | $172,753-19.2% | $152,909-8.7% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 20.76% | 1029.88%-1009.1pp | 803.00%-782.2pp | 345.46%-324.7pp |
| Employer contribution / active EE | $2,401 | $5,857-59.0% | $5,144-53.3% | $4,764-49.6% |
| Participant deferral / active EE | $5,462 | $5,948-8.2% | $5,198+5.1% | $5,851-6.7% |
| Admin fee / account holder | $17,538 | $17,112+2.5% | $13,956+25.7% | $11,601+51.2% |