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 | $226,015 | $152,619+48.1% | $125,195+80.5% | $152,909+47.8% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 19.04% | 54.85%-35.8pp | 43.79%-24.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,572 | $4,947-48.0% | $3,866-33.5% | $4,764-46.0% |
| Participant deferral / active EE | $6,377 | $5,869+8.7% | $4,937+29.2% | $5,851+9.0% |
| Admin fee / account holder | $2,294 | $13,437-82.9% | $9,704-76.4% | $11,601-80.2% |