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 | $205,401 | $166,242+23.6% | $165,071+24.4% | $145,884+40.8% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.6%+6.0pp | 80.3%+4.3pp |
| Annual return | 22.95% | 100.44%-77.5pp | 70.17%-47.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $4,240 | $5,283-19.7% | $4,347-2.5% | $4,662-9.1% |
| Participant deferral / active EE | $9,453 | $6,964+35.7% | $6,035+56.6% | $6,690+41.3% |
| Admin fee / account holder | $13,498 | $16,658-19.0% | $12,695+6.3% | $13,392+0.8% |