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 | $191,223 | $111,830+71.0% | $93,696+104.1% | $145,884+31.1% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 15.28% | 204.08%-188.8pp | 133.74%-118.5pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,855 | $3,093-7.7% | $2,422+17.9% | $4,662-38.8% |
| Participant deferral / active EE | $6,140 | $4,920+24.8% | $4,417+39.0% | $6,690-8.2% |
| Admin fee / account holder | $828 | $10,249-91.9% | $8,287-90.0% | $13,392-93.8% |