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 | $60,831 | $91,538-33.5% | $130,014-53.2% | $75,173-19.1% |
| Participation rate | 98.4% | 71.4%+27.0pp | 78.5%+19.9pp | 67.2%+31.2pp |
| Annual return | 155.31% | -631.11%+786.4pp | -137.22%+292.5pp | 160.65%-5.3pp |
| Employer contribution / active EE | $4,310 | $2,845+51.5% | $4,320-0.2% | $2,670+61.4% |
| Participant deferral / active EE | $2,543 | $4,341-41.4% | $5,821-56.3% | $4,126-38.4% |
| Admin fee / account holder | $784 | $6,790-88.5% | $10,616-92.6% | $5,651-86.1% |