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 | $110,785 | $98,776+12.2% | $149,745-26.0% | $79,856+38.7% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.3pp |
| Annual return | 16.26% | 27.38%-11.1pp | 276.72%-260.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,286 | $3,217-28.9% | $4,646-50.8% | $2,471-7.5% |
| Participant deferral / active EE | $4,686 | $5,681-17.5% | $6,843-31.5% | $3,741+25.3% |
| Admin fee / account holder | $2,498 | $6,053-58.7% | $9,312-73.2% | $5,306-52.9% |