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 | $94,362 | $154,228-38.8% | $145,433-35.1% | $137,256-31.3% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,065 | $4,804-57.0% | $4,554-54.7% | $4,156-50.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $31,071 | $14,344+116.6% | $13,129+136.7% | $12,270+153.2% |