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 | $90,373 | $114,093-20.8% | $96,171-6.0% | $167,536-46.1% |
| Participation rate | 83.3% | 75.1%+8.3pp | 68.4%+14.9pp | 82.1%+1.2pp |
| Annual return | 15.61% | 190.00%-174.4pp | 192.04%-176.4pp | 478.82%-463.2pp |
| Employer contribution / active EE | $4,908 | $3,429+43.1% | $2,799+75.4% | $4,839+1.4% |
| Participant deferral / active EE | $9,049 | $5,197+74.1% | $4,350+108.0% | $6,342+42.7% |
| Admin fee / account holder | $588 | $6,899-91.5% | $5,538-89.4% | $12,315-95.2% |