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 | $121,663 | $102,422+18.8% | $147,117-17.3% | $80,959+50.3% |
| Participation rate | 98.3% | 75.9%+22.4pp | 82.2%+16.1pp | 67.7%+30.6pp |
| Annual return | 11.94% | 135.16%-123.2pp | 420.54%-408.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $5,085 | $3,717+36.8% | $4,932+3.1% | $2,757+84.4% |
| Participant deferral / active EE | $8,785 | $6,652+32.1% | $8,065+8.9% | $4,300+104.3% |
| Admin fee / account holder | $2,142 | $7,953-73.1% | $12,993-83.5% | $6,925-69.1% |