Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $124,037 | $102,429+21.1% | $147,096-15.7% | $80,925+53.3% |
| Participation rate | 86.5% | 75.9%+10.7pp | 82.2%+4.4pp | 67.7%+18.9pp |
| Annual return | 18.19% | 135.02%-116.8pp | 419.75%-401.6pp | 35.65%-17.5pp |
| Employer contribution / active EE | $4,780 | $3,716+28.6% | $4,936-3.2% | $2,756+73.4% |
| Participant deferral / active EE | $10,613 | $6,649+59.6% | $8,071+31.5% | $4,299+146.9% |
| Admin fee / account holder | $11,564 | $7,957+45.3% | $13,005-11.1% | $6,940+66.6% |