Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $126,365 | $114,073+10.8% | $96,161+31.4% | $167,518-24.6% |
| Participation rate | 80.0% | 75.1%+4.9pp | 68.4%+11.6pp | 82.1%-2.1pp |
| Annual return | 15.13% | 189.95%-174.8pp | 192.01%-176.9pp | 478.71%-463.6pp |
| Employer contribution / active EE | $1,049 | $3,428-69.4% | $2,798-62.5% | $4,838-78.3% |
| Participant deferral / active EE | $5,751 | $5,195+10.7% | $4,349+32.2% | $6,342-9.3% |
| Admin fee / account holder | $1,559 | $6,899-77.4% | $5,538-71.9% | $12,312-87.3% |