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 | $62,596 | $166,268-62.4% | $165,100-62.1% | $145,897-57.1% |
| Participation rate | 93.3% | 82.0%+11.3pp | 78.6%+14.7pp | 80.3%+13.0pp |
| Annual return | 15.90% | 100.52%-84.6pp | 70.21%-54.3pp | 552.29%-536.4pp |
| Employer contribution / active EE | $2,091 | $5,284-60.4% | $4,348-51.9% | $4,663-55.2% |
| Participant deferral / active EE | $6,068 | $6,964-12.9% | $6,035+0.5% | $6,689-9.3% |
| Admin fee / account holder | $1,434 | $16,659-91.4% | $12,696-88.7% | $13,390-89.3% |