Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $55,927 | $108,911-48.6% | $100,392-44.3% | $145,884-61.7% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 17.15% | 58.23%-41.1pp | 49.45%-32.3pp | 551.85%-534.7pp |
| Employer contribution / active EE | $3,032 | $4,420-31.4% | $3,941-23.1% | $4,662-35.0% |
| Participant deferral / active EE | $3,867 | $8,459-54.3% | $8,090-52.2% | $6,690-42.2% |
| Admin fee / account holder | $7,399 | $9,698-23.7% | $7,904-6.4% | $13,392-44.7% |