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 | $147,410 | $109,872+34.2% | $98,483+49.7% | $167,536-12.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 10.56% | 1959.31%-1948.8pp | 1494.38%-1483.8pp | 478.82%-468.3pp |
| Employer contribution / active EE | $4,814 | $3,225+49.3% | $2,961+62.6% | $4,839-0.5% |
| Participant deferral / active EE | $6,348 | $4,673+35.8% | $4,276+48.4% | $6,342+0.1% |
| Admin fee / account holder | $9,940 | $6,757+47.1% | $5,953+67.0% | $12,315-19.3% |