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 | $141,182 | $152,612-7.5% | $125,192+12.8% | $152,897-7.7% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 21.50% | 54.85%-33.3pp | 43.79%-22.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,487 | $4,947-49.7% | $3,866-35.7% | $4,764-47.8% |
| Participant deferral / active EE | $4,973 | $5,868-15.3% | $4,937+0.7% | $5,851-15.0% |
| Admin fee / account holder | $13,737 | $13,437+2.2% | $9,704+41.6% | $11,599+18.4% |