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 | $112,379 | $102,422+9.7% | $147,117-23.6% | $80,959+38.8% |
| Participation rate | 86.0% | 75.9%+10.1pp | 82.2%+3.8pp | 67.7%+18.3pp |
| Annual return | 12.21% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $4,931 | $3,717+32.6% | $4,9320% | $2,757+78.8% |
| Participant deferral / active EE | $17,687 | $6,652+165.9% | $8,065+119.3% | $4,300+311.3% |
| Admin fee / account holder | $15,696 | $7,953+97.3% | $12,993+20.8% | $6,925+126.6% |