Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $145,461 | $117,829+23.5% | $102,423+42.0% | $145,877-0.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 20.24% | 31.83%-11.6pp | 29.42%-9.2pp | 551.28%-531.0pp |
| Employer contribution / active EE | $4,175 | $3,615+15.5% | $3,023+38.1% | $4,663-10.5% |
| Participant deferral / active EE | $9,153 | $5,732+59.7% | $5,054+81.1% | $6,691+36.8% |
| Admin fee / account holder | $888 | $13,335-93.3% | $9,455-90.6% | $13,402-93.4% |