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 | $160,749 | $198,457-19.0% | $170,435-5.7% | $147,586+8.9% |
| Participation rate | 92.3% | 88.0%+4.3pp | 83.6%+8.7pp | 82.8%+9.5pp |
| Annual return | 18.00% | 257.30%-239.3pp | 205.94%-187.9pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,850 | $6,183-70.1% | $5,432-66.0% | $4,876-62.1% |
| Participant deferral / active EE | $7,146 | $5,629+26.9% | $4,939+44.7% | $5,439+31.4% |
| Admin fee / account holder | $2,148 | $16,852-87.3% | $13,881-84.5% | $10,886-80.3% |