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 | $62,415 | $76,368-18.3% | $67,681-7.8% | $154,746-59.7% |
| Participation rate | 75.0% | 79.0%-4.0pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 14.15% | 1066.77%-1052.6pp | 590.58%-576.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,523 | $3,151-19.9% | $2,678-5.8% | $4,379-42.4% |
| Participant deferral / active EE | $2,574 | $4,824-46.6% | $3,976-35.2% | $6,730-61.8% |
| Admin fee / account holder | $937 | $8,559-89.1% | $6,100-84.6% | $14,365-93.5% |