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 | $173,353 | $83,090+108.6% | $130,062+33.3% | $71,529+142.4% |
| Participation rate | 74.8% | 74.1%+0.6pp | 78.5%-3.7pp | 67.9%+6.8pp |
| Annual return | 221.59% | 20.61%+201.0pp | -137.37%+359.0pp | 28.97%+192.6pp |
| Employer contribution / active EE | $2,057 | $2,624-21.6% | $4,322-52.4% | $2,590-20.6% |
| Participant deferral / active EE | $2,575 | $4,436-41.9% | $5,821-55.8% | $4,291-40.0% |
| Admin fee / account holder | $940 | $1,727-45.6% | $10,601-91.1% | $1,588-40.8% |