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 | $105,633 | $100,203+5.4% | $85,240+23.9% | $145,897-27.6% |
| Participation rate | 93.8% | 74.1%+19.6pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 15.23% | 84.28%-69.1pp | 66.75%-51.5pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,372 | $3,242+4.0% | $2,735+23.3% | $4,663-27.7% |
| Participant deferral / active EE | $7,195 | $5,299+35.8% | $4,527+58.9% | $6,689+7.6% |
| Admin fee / account holder | $21,148 | $7,265+191.1% | $6,165+243.0% | $13,390+57.9% |