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 | $85,419 | $135,645-37.0% | $110,243-22.5% | $135,380-36.9% |
| Participation rate | 92.3% | 83.5%+8.8pp | 79.8%+12.5pp | 82.6%+9.7pp |
| Annual return | 6.20% | 513.24%-507.0pp | 314.76%-308.6pp | 519.81%-513.6pp |
| Employer contribution / active EE | $6,064 | $4,907+23.6% | $3,827+58.5% | $4,779+26.9% |
| Participant deferral / active EE | $4,693 | $5,507-14.8% | $4,672+0.4% | $5,609-16.3% |
| Admin fee / account holder | $1,991 | $11,458-82.6% | $8,548-76.7% | $10,828-81.6% |