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 | $79,148 | $70,684+12.0% | $169,390-53.3% | $75,173+5.3% |
| Participation rate | 76.9% | 64.8%+12.1pp | 77.2%-0.3pp | 67.2%+9.7pp |
| Annual return | 25.66% | 36.38%-10.7pp | 406.07%-380.4pp | 160.72%-135.1pp |
| Employer contribution / active EE | $2,643 | $2,211+19.5% | $4,013-34.1% | $2,671-1.1% |
| Participant deferral / active EE | $7,384 | $4,310+71.3% | $6,222+18.7% | $4,126+78.9% |
| Admin fee / account holder | $6,222 | $5,404+15.1% | $9,015-31.0% | $5,651+10.1% |