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 | $62,190 | $109,904-43.4% | $97,167-36.0% | $145,959-57.4% |
| Participation rate | 78.6% | 75.9%+2.6pp | 72.7%+5.9pp | 80.3%-1.7pp |
| Annual return | 14.98% | 243.43%-228.4pp | 75.27%-60.3pp | 561.95%-547.0pp |
| Employer contribution / active EE | $1,511 | $3,084-51.0% | $2,729-44.6% | $4,661-67.6% |
| Participant deferral / active EE | $5,383 | $4,676+15.1% | $4,264+26.3% | $6,689-19.5% |
| Admin fee / account holder | $8,752 | $6,216+40.8% | $5,650+54.9% | $13,398-34.7% |