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 | $80,140 | $95,406-16.0% | $185,849-56.9% | $85,847-6.6% |
| Participation rate | 94.3% | 68.8%+25.5pp | 81.7%+12.6pp | 69.3%+25.0pp |
| Annual return | 17.64% | 23.59%-5.9pp | 122.10%-104.5pp | 318.61%-301.0pp |
| Employer contribution / active EE | $6,692 | $3,314+102.0% | $5,169+29.5% | $2,565+160.9% |
| Participant deferral / active EE | $4,563 | $3,424+33.3% | $5,569-18.1% | $3,952+15.4% |
| Admin fee / account holder | $961 | $7,214-86.7% | $16,244-94.1% | $6,261-84.6% |