Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $98,206 | $98,776-0.6% | $149,745-34.4% | $79,856+23.0% |
| Participation rate | 94.5% | 75.8%+18.8pp | 82.5%+12.1pp | 69.6%+24.9pp |
| Annual return | 15.35% | 27.38%-12.0pp | 276.72%-261.4pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,412 | $3,217+6.1% | $4,646-26.5% | $2,471+38.1% |
| Participant deferral / active EE | $7,248 | $5,681+27.6% | $6,843+5.9% | $3,741+93.8% |
| Admin fee / account holder | $20,935 | $6,053+245.9% | $9,312+124.8% | $5,306+294.5% |