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 | $205,838 | $196,972+4.5% | $182,262+12.9% | $198,609+3.6% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 7.09% | 158.27%-151.2pp | 140.60%-133.5pp | 202.70%-195.6pp |
| Employer contribution / active EE | $2,036 | $5,364-62.0% | $5,046-59.7% | $5,055-59.7% |
| Participant deferral / active EE | $11,801 | $8,643+36.5% | $8,276+42.6% | $6,977+69.1% |
| Admin fee / account holder | $8,117 | $18,429-56.0% | $16,712-51.4% | $19,030-57.3% |