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 | $92,567 | $89,259+3.7% | $107,187-13.6% | $82,637+12.0% |
| Participation rate | 91.7% | 67.9%+23.7pp | 75.0%+16.6pp | 68.1%+23.6pp |
| Annual return | 13.53% | 21.02%-7.5pp | 204.55%-191.0pp | 53.51%-40.0pp |
| Employer contribution / active EE | $2,498 | $3,080-18.9% | $3,782-33.9% | $2,552-2.1% |
| Participant deferral / active EE | $4,603 | $4,037+14.0% | $5,096-9.7% | $4,126+11.6% |
| Admin fee / account holder | $3,262 | $7,381-55.8% | $9,162-64.4% | $7,339-55.5% |