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 | $120,576 | $70,366+71.4% | $66,674+80.8% | $138,895-13.2% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.7%+17.2pp | 79.9%+11.0pp |
| Annual return | 16.68% | 386.41%-369.7pp | 321.24%-304.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,914 | $2,765+5.4% | $2,620+11.2% | $4,194-30.5% |
| Participant deferral / active EE | $4,864 | $4,374+11.2% | $4,084+19.1% | $6,396-23.9% |
| Admin fee / account holder | $856 | $5,262-83.7% | $5,098-83.2% | $12,562-93.2% |