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 | $104,396 | $102,422+1.9% | $147,117-29.0% | $80,959+28.9% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 14.03% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,127 | $3,717+11.0% | $4,932-16.3% | $2,757+49.7% |
| Participant deferral / active EE | $5,111 | $6,652-23.2% | $8,065-36.6% | $4,300+18.9% |
| Admin fee / account holder | $5,395 | $7,953-32.2% | $12,993-58.5% | $6,925-22.1% |