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 | $176,958 | $58,258+203.7% | $81,820+116.3% | $80,925+118.7% |
| Participation rate | 78.7% | 63.5%+15.3pp | 72.4%+6.3pp | 67.7%+11.1pp |
| Annual return | 12.80% | 41.76%-29.0pp | 777.93%-765.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,632 | $2,345+12.2% | $2,915-9.7% | $2,756-4.5% |
| Participant deferral / active EE | $6,719 | $3,284+104.6% | $4,323+55.4% | $4,299+56.3% |
| Admin fee / account holder | $2,046 | $4,976-58.9% | $7,391-72.3% | $6,940-70.5% |