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 | $75,861 | $105,856-28.3% | $90,161-15.9% | $147,586-48.6% |
| Participation rate | 91.7% | 79.7%+11.9pp | 76.9%+14.8pp | 82.8%+8.8pp |
| Annual return | 20.77% | 37.63%-16.9pp | 34.89%-14.1pp | 578.59%-557.8pp |
| Employer contribution / active EE | $4,088 | $4,126-0.9% | $3,318+23.2% | $4,876-16.2% |
| Participant deferral / active EE | $12,432 | $5,733+116.9% | $5,287+135.1% | $5,439+128.6% |
| Admin fee / account holder | $718 | $8,046-91.1% | $5,943-87.9% | $10,886-93.4% |