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 | $144,561 | $102,422+41.1% | $147,117-1.7% | $80,959+78.6% |
| Participation rate | 91.8% | 75.9%+15.9pp | 82.2%+9.6pp | 67.7%+24.1pp |
| Annual return | 23.48% | 135.16%-111.7pp | 420.54%-397.1pp | 35.67%-12.2pp |
| Employer contribution / active EE | $5,321 | $3,717+43.1% | $4,932+7.9% | $2,757+93.0% |
| Participant deferral / active EE | $7,053 | $6,652+6.0% | $8,065-12.5% | $4,300+64.0% |
| Admin fee / account holder | $7,915 | $7,953-0.5% | $12,993-39.1% | $6,925+14.3% |