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 | $112,700 | $102,382+10.1% | $147,005-23.3% | $80,874+39.4% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.7pp | 67.6%+27.3pp |
| Annual return | 15.27% | 134.89%-119.6pp | 418.76%-403.5pp | 35.62%-20.3pp |
| Employer contribution / active EE | $4,288 | $3,715+15.4% | $4,934-13.1% | $2,756+55.6% |
| Participant deferral / active EE | $8,614 | $6,646+29.6% | $8,070+6.7% | $4,297+100.5% |
| Admin fee / account holder | $14,440 | $7,942+81.8% | $13,006+11.0% | $6,935+108.2% |