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 | $135,233 | $77,908+73.6% | $149,696-9.7% | $75,173+79.9% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 15.02% | 31.73%-16.7pp | 134.46%-119.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $2,686 | $3,138-14.4% | $4,821-44.3% | $2,671+0.6% |
| Participant deferral / active EE | $6,408 | $3,411+87.9% | $5,682+12.8% | $4,126+55.3% |
| Admin fee / account holder | $3,050 | $5,950-48.7% | $13,212-76.9% | $5,651-46.0% |