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 | $51,547 | $115,814-55.5% | $101,275-49.1% | $158,982-67.6% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 12.75% | 56.16%-43.4pp | 46.48%-33.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,000 | $4,176-4.2% | $3,660+9.3% | $4,763-16.0% |
| Participant deferral / active EE | $2,730 | $4,958-44.9% | $4,371-37.5% | $5,983-54.4% |
| Admin fee / account holder | $3,083 | $7,249-57.5% | $5,948-48.2% | $11,252-72.6% |