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 | $117,243 | $160,070-26.8% | $147,117-20.3% | $145,897-19.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.43% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,569 | $5,285-51.4% | $4,932-47.9% | $4,663-44.9% |
| Participant deferral / active EE | $5,051 | $8,419-40.0% | $8,065-37.4% | $6,689-24.5% |
| Admin fee / account holder | $1,419 | $15,035-90.6% | $12,993-89.1% | $13,390-89.4% |