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 | $105,637 | $183,988-42.6% | $162,177-34.9% | $152,897-30.9% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.5%+7.5pp |
| Annual return | 24.35% | 150.79%-126.4pp | 115.60%-91.3pp | 345.43%-321.1pp |
| Employer contribution / active EE | $1,656 | $6,370-74.0% | $5,613-70.5% | $4,764-65.2% |
| Participant deferral / active EE | $12,260 | $8,032+52.6% | $7,297+68.0% | $5,851+109.5% |
| Admin fee / account holder | $747 | $13,123-94.3% | $10,843-93.1% | $11,599-93.6% |