Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,407 | $91,198+15.6% | $178,503-40.9% | $79,856+32.0% |
| Participation rate | 95.3% | 69.2%+26.1pp | 81.9%+13.4pp | 69.6%+25.7pp |
| Annual return | 15.46% | 24.20%-8.7pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $3,336 | $3,257+2.4% | $5,011-33.4% | $2,471+35.0% |
| Participant deferral / active EE | $9,496 | $3,237+193.4% | $5,202+82.5% | $3,741+153.9% |
| Admin fee / account holder | $6,597 | $6,748-2.2% | $13,987-52.8% | $5,306+24.3% |