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 | $125,019 | $160,070-21.9% | $147,117-15.0% | $145,897-14.3% |
| Participation rate | 89.5% | 84.0%+5.4pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 17.06% | 98.69%-81.6pp | 420.54%-403.5pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,094 | $5,285-79.3% | $4,932-77.8% | $4,663-76.5% |
| Participant deferral / active EE | $7,641 | $8,419-9.2% | $8,065-5.3% | $6,689+14.2% |
| Admin fee / account holder | $1,931 | $15,035-87.2% | $12,993-85.1% | $13,390-85.6% |