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 | $112,491 | $185,856-39.5% | $170,028-33.8% | $139,456-19.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 25.94% | 60.52%-34.6pp | 53.39%-27.4pp | 373.45%-347.5pp |
| Employer contribution / active EE | $9,428 | $7,593+24.2% | $6,788+38.9% | $4,753+98.4% |
| Participant deferral / active EE | $10,976 | $11,623-5.6% | $10,409+5.4% | $6,711+63.5% |
| Admin fee / account holder | $1,158 | $15,387-92.5% | $12,820-91.0% | $11,407-89.9% |