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 | $94,781 | $56,060+69.1% | $76,002+24.7% | $80,874+17.2% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 11.58% | 20.54%-9.0pp | 360.07%-348.5pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,619 | $1,873-13.6% | $2,688-39.8% | $2,756-41.3% |
| Participant deferral / active EE | $5,183 | $3,051+69.9% | $4,257+21.8% | $4,297+20.6% |
| Admin fee / account holder | $2,542 | $5,237-51.5% | $6,414-60.4% | $6,935-63.3% |