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 | $135,519 | $176,120-23.1% | $159,487-15.0% | $167,553-19.1% |
| Participation rate | 90.0% | 85.0%+5.0pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 11.06% | 331.95%-320.9pp | 263.71%-252.6pp | 478.89%-467.8pp |
| Employer contribution / active EE | $9,090 | $5,299+71.5% | $4,831+88.2% | $4,840+87.8% |
| Participant deferral / active EE | $3,972 | $7,752-48.8% | $7,354-46.0% | $6,343-37.4% |
| Admin fee / account holder | $112,894 | $12,561+798.8% | $10,804+945.0% | $12,316+816.6% |