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 | $82,838 | $51,638+60.4% | $68,368+21.2% | $82,448+0.5% |
| Participation rate | 97.1% | 63.6%+33.4pp | 73.8%+23.3pp | 68.1%+29.0pp |
| Annual return | 13.98% | 37.53%-23.6pp | 292.57%-278.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $4,610 | $2,047+125.3% | $2,649+74.0% | $2,551+80.7% |
| Participant deferral / active EE | $6,043 | $2,914+107.4% | $4,123+46.6% | $4,139+46.0% |
| Admin fee / account holder | $9,453 | $4,643+103.6% | $5,150+83.6% | $7,234+30.7% |