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 | $127,612 | $102,382+24.6% | $147,005-13.2% | $80,874+57.8% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 14.48% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.1pp |
| Employer contribution / active EE | $3,545 | $3,715-4.6% | $4,934-28.2% | $2,756+28.6% |
| Participant deferral / active EE | $7,087 | $6,646+6.6% | $8,070-12.2% | $4,297+64.9% |
| Admin fee / account holder | $4,190 | $7,942-47.2% | $13,006-67.8% | $6,935-39.6% |