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 | $105,642 | $102,938+2.6% | $94,105+12.3% | $138,895-23.9% |
| Participation rate | 87.5% | 74.6%+12.9pp | 71.9%+15.6pp | 79.9%+7.6pp |
| Annual return | 10.32% | 250.28%-240.0pp | 204.55%-194.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,789 | $2,732+2.1% | $2,504+11.4% | $4,194-33.5% |
| Participant deferral / active EE | $5,885 | $4,196+40.2% | $3,881+51.6% | $6,396-8.0% |
| Admin fee / account holder | $22,008 | $6,600+233.5% | $6,199+255.0% | $12,562+75.2% |