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 | $102,773 | $98,766+4.1% | $149,730-31.4% | $79,852+28.7% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.5%+13.0pp | 69.6%+25.9pp |
| Annual return | 18.07% | 27.43%-9.4pp | 276.70%-258.6pp | 31.72%-13.7pp |
| Employer contribution / active EE | $2,133 | $3,217-33.7% | $4,645-54.1% | $2,471-13.7% |
| Participant deferral / active EE | $6,998 | $5,681+23.2% | $6,843+2.3% | $3,740+87.1% |
| Admin fee / account holder | $11,489 | $6,052+89.8% | $9,310+23.4% | $5,306+116.5% |