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 | $112,836 | $154,228-26.8% | $145,433-22.4% | $137,256-17.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.40% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $5,426 | $4,804+13.0% | $4,554+19.1% | $4,156+30.6% |
| Participant deferral / active EE | $14,610 | $8,216+77.8% | $7,897+85.0% | $6,407+128.0% |
| Admin fee / account holder | $5,344 | $14,344-62.7% | $13,129-59.3% | $12,270-56.4% |