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 | $79,454 | $148,629-46.5% | $135,982-41.6% | $139,487-43.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 18.81% | 79.33%-60.5pp | 68.32%-49.5pp | 373.84%-355.0pp |
| Employer contribution / active EE | $7,425 | $5,247+41.5% | $4,859+52.8% | $4,755+56.2% |
| Participant deferral / active EE | $6,095 | $8,102-24.8% | $7,760-21.5% | $6,713-9.2% |
| Admin fee / account holder | $983 | $12,406-92.1% | $10,767-90.9% | $11,407-91.4% |