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 | $103,619 | $85,766+20.8% | $136,298-24.0% | $70,126+47.8% |
| Participation rate | 87.9% | 74.2%+13.7pp | 81.9%+6.0pp | 69.5%+18.3pp |
| Annual return | 17.25% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,731 | $2,966-7.9% | $4,696-41.8% | $2,343+16.6% |
| Participant deferral / active EE | $5,095 | $5,051+0.9% | $6,247-18.4% | $3,332+52.9% |
| Admin fee / account holder | $406 | $5,421-92.5% | $9,244-95.6% | $4,645-91.3% |