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 | $163,756 | $148,582+10.2% | $135,942+20.5% | $139,456+17.4% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 12.58% | 79.26%-66.7pp | 68.28%-55.7pp | 373.45%-360.9pp |
| Employer contribution / active EE | $4,167 | $5,245-20.6% | $4,858-14.2% | $4,753-12.3% |
| Participant deferral / active EE | $9,678 | $8,101+19.5% | $7,759+24.7% | $6,711+44.2% |
| Admin fee / account holder | $4,401 | $12,402-64.5% | $10,764-59.1% | $11,407-61.4% |