Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $96,224 | $165,399-41.8% | $149,745-35.7% | $158,982-39.5% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 19.47% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.5pp |
| Employer contribution / active EE | $8,295 | $5,105+62.5% | $4,646+78.5% | $4,763+74.2% |
| Participant deferral / active EE | $8,929 | $7,183+24.3% | $6,843+30.5% | $5,983+49.2% |
| Admin fee / account holder | $15,344 | $10,811+41.9% | $9,312+64.8% | $11,252+36.4% |