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 | $118,886 | $181,062-34.3% | $158,223-24.9% | $155,188-23.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.89% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,502 | $4,565-23.3% | $4,109-14.8% | $4,248-17.6% |
| Participant deferral / active EE | $8,273 | $6,134+34.9% | $5,467+51.3% | $6,531+26.7% |
| Admin fee / account holder | $1,789 | $18,825-90.5% | $16,047-88.9% | $14,480-87.6% |