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 | $95,708 | $79,181+20.9% | $102,423-6.6% | $74,429+28.6% |
| Participation rate | 91.1% | 74.8%+16.3pp | 76.5%+14.6pp | 67.2%+23.9pp |
| Annual return | 13.37% | 54.97%-41.6pp | 29.42%-16.1pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $2,350 | $2,362-0.5% | $3,023-22.3% | $2,625-10.5% |
| Participant deferral / active EE | $4,931 | $4,416+11.7% | $5,054-2.4% | $4,348+13.4% |
| Admin fee / account holder | $4,882 | $2,002+143.9% | $9,455-48.4% | $1,944+151.1% |