Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $104,797 | $180,749-42.0% | $160,784-34.8% | $137,256-23.6% |
| Participation rate | 86.7% | 80.0%+6.7pp | 77.0%+9.7pp | 80.0%+6.7pp |
| Annual return | 19.16% | 2234.46%-2215.3pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $5,680 | $4,155+36.7% | $3,733+52.2% | $4,156+36.7% |
| Participant deferral / active EE | $11,062 | $6,844+61.6% | $6,293+75.8% | $6,407+72.7% |
| Admin fee / account holder | $9,573 | $10,397-7.9% | $9,717-1.5% | $12,270-22.0% |