Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,662 | $101,672-29.5% | $147,117-51.3% | $74,478-3.8% |
| Participation rate | 94.0% | 75.5%+18.4pp | 82.2%+11.8pp | 67.2%+26.8pp |
| Annual return | 22.77% | 8757.83%-8735.1pp | 420.54%-397.8pp | 1370.56%-1347.8pp |
| Employer contribution / active EE | $6,224 | $3,813+63.2% | $4,932+26.2% | $2,626+137.0% |
| Participant deferral / active EE | $7,921 | $7,305+8.4% | $8,065-1.8% | $4,350+82.1% |
| Admin fee / account holder | $4,734 | $1,753+170.0% | $12,993-63.6% | $1,946+143.3% |