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 | $153,484 | $148,582+3.3% | $135,942+12.9% | $139,456+10.1% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.92% | 79.26%-62.3pp | 68.28%-51.4pp | 373.45%-356.5pp |
| Employer contribution / active EE | $2,852 | $5,245-45.6% | $4,858-41.3% | $4,753-40.0% |
| Participant deferral / active EE | $7,081 | $8,101-12.6% | $7,759-8.7% | $6,711+5.5% |
| Admin fee / account holder | $7,370 | $12,402-40.6% | $10,764-31.5% | $11,407-35.4% |