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 | $110,289 | $95,188+15.9% | $76,518+44.1% | $135,379-18.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | 18.88% | 4.85%+14.0pp | -0.27%+19.2pp | 519.79%-500.9pp |
| Employer contribution / active EE | $2,500 | $3,303-24.3% | $2,647-5.6% | $4,779-47.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,492 | $6,249-76.1% | $4,849-69.2% | $10,828-86.2% |