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 | $71,951 | $107,368-33.0% | $92,915-22.6% | $152,909-52.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.79% | 145.64%-122.9pp | 109.45%-86.7pp | 345.46%-322.7pp |
| Employer contribution / active EE | $5,903 | $4,222+39.8% | $3,653+61.6% | $4,764+23.9% |
| Participant deferral / active EE | $3,313 | $4,848-31.7% | $4,238-21.8% | $5,851-43.4% |
| Admin fee / account holder | $581 | $7,082-91.8% | $5,796-90.0% | $11,601-95.0% |