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 | $113,850 | $117,895-3.4% | $102,460+11.1% | $145,897-22.0% |
| Participation rate | 93.8% | 78.6%+15.1pp | 76.5%+17.2pp | 80.3%+13.4pp |
| Annual return | 9.60% | 31.92%-22.3pp | 29.47%-19.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,575 | $3,619+26.4% | $3,025+51.2% | $4,663-1.9% |
| Participant deferral / active EE | $11,342 | $5,736+97.7% | $5,056+124.3% | $6,689+69.6% |
| Admin fee / account holder | $17,047 | $13,353+27.7% | $9,460+80.2% | $13,390+27.3% |