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 | $138,022 | $86,288+60.0% | $111,306+24.0% | $85,851+60.8% |
| Participation rate | 96.9% | 73.3%+23.6pp | 77.3%+19.6pp | 69.3%+27.6pp |
| Annual return | 12.99% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $831 | $2,044-59.3% | $2,732-69.6% | $2,565-67.6% |
| Participant deferral / active EE | $2,466 | $3,641-32.3% | $4,488-45.1% | $3,952-37.6% |
| Admin fee / account holder | $24,716 | $8,189+201.8% | $7,966+210.3% | $6,261+294.8% |