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 | $101,474 | $86,288+17.6% | $111,306-8.8% | $85,851+18.2% |
| Participation rate | 78.1% | 73.3%+4.8pp | 77.3%+0.8pp | 69.3%+8.8pp |
| Annual return | 12.45% | 19.99%-7.5pp | 54.67%-42.2pp | 318.63%-306.2pp |
| Employer contribution / active EE | $2,216 | $2,044+8.5% | $2,732-18.9% | $2,565-13.6% |
| Participant deferral / active EE | $4,541 | $3,641+24.7% | $4,488+1.2% | $3,952+14.9% |
| Admin fee / account holder | $4,642 | $8,189-43.3% | $7,966-41.7% | $6,261-25.9% |