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 | $123,118 | $114,013+8.0% | $103,693+18.7% | $155,188-20.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.7pp | 80.8%+2.5pp |
| Annual return | 17.29% | 49.31%-32.0pp | 47.61%-30.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $3,376 | $3,131+7.8% | $2,920+15.6% | $4,248-20.5% |
| Participant deferral / active EE | $3,892 | $4,970-21.7% | $4,579-15.0% | $6,531-40.4% |
| Admin fee / account holder | $1,317 | $8,407-84.3% | $7,858-83.2% | $14,480-90.9% |