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 | $148,417 | $108,882+36.3% | $96,754+53.4% | $154,746-4.1% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 14.98% | 98.39%-83.4pp | 82.04%-67.1pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,071 | $3,018-31.4% | $2,679-22.7% | $4,379-52.7% |
| Participant deferral / active EE | $4,532 | $5,323-14.8% | $4,758-4.7% | $6,730-32.7% |
| Admin fee / account holder | $2,806 | $10,200-72.5% | $8,905-68.5% | $14,365-80.5% |