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 | $187,109 | $157,276+19.0% | $141,177+32.5% | $152,885+22.4% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 27.22% | 64.33%-37.1pp | 71.40%-44.2pp | 345.39%-318.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,463 | $7,110-9.1% | $6,710-3.7% | $5,851+10.5% |
| Admin fee / account holder | $1,119 | $12,123-90.8% | $10,263-89.1% | $11,598-90.4% |