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 | $118,330 | $102,422+15.5% | $147,117-19.6% | $80,959+46.2% |
| Participation rate | 92.6% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 13.51% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $10,086 | $3,717+171.3% | $4,932+104.5% | $2,757+265.8% |
| Participant deferral / active EE | $12,357 | $6,652+85.8% | $8,065+53.2% | $4,300+187.3% |
| Admin fee / account holder | $6,226 | $7,953-21.7% | $12,993-52.1% | $6,925-10.1% |