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 | $183,583 | $108,942+68.5% | $100,415+82.8% | $145,897+25.8% |
| Participation rate | 84.6% | 83.0%+1.6pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | 13.59% | 58.27%-44.7pp | 49.47%-35.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $3,687 | $4,422-16.6% | $3,943-6.5% | $4,663-20.9% |
| Participant deferral / active EE | $7,073 | $8,461-16.4% | $8,091-12.6% | $6,689+5.7% |
| Admin fee / account holder | $32,535 | $9,702+235.4% | $7,906+311.5% | $13,390+143.0% |