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 | $109,544 | $175,259-37.5% | $149,723-26.8% | $139,487-21.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 13.94% | 166.82%-152.9pp | 134.50%-120.6pp | 373.84%-359.9pp |
| Employer contribution / active EE | $2,619 | $5,478-52.2% | $4,821-45.7% | $4,755-44.9% |
| Participant deferral / active EE | $6,524 | $6,5220% | $5,682+14.8% | $6,713-2.8% |
| Admin fee / account holder | $1,103 | $16,158-93.2% | $13,215-91.7% | $11,407-90.3% |