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 | $102,110 | $52,353+95.0% | $120,225-15.1% | $82,448+23.8% |
| Participation rate | 97.9% | 58.3%+39.6pp | 69.6%+28.3pp | 68.1%+29.8pp |
| Annual return | 20.95% | 61.85%-40.9pp | 439.23%-418.3pp | 41.64%-20.7pp |
| Employer contribution / active EE | $4,482 | $1,510+196.8% | $3,475+29.0% | $2,551+75.7% |
| Participant deferral / active EE | $9,163 | $2,627+248.8% | $3,999+129.2% | $4,139+121.4% |
| Admin fee / account holder | $3,149 | $4,363-27.8% | $5,696-44.7% | $7,234-56.5% |