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 | $193,623 | $157,276+23.1% | $141,177+37.1% | $152,885+26.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 23.57% | 64.33%-40.8pp | 71.40%-47.8pp | 345.39%-321.8pp |
| Employer contribution / active EE | $1,147 | $5,262-78.2% | $4,736-75.8% | $4,763-75.9% |
| Participant deferral / active EE | $4,814 | $7,110-32.3% | $6,710-28.3% | $5,851-17.7% |
| Admin fee / account holder | $22,161 | $12,123+82.8% | $10,263+115.9% | $11,598+91.1% |