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 | $149,821 | $77,908+92.3% | $149,696+0.1% | $75,173+99.3% |
| Participation rate | 93.2% | 65.6%+27.6pp | 78.8%+14.4pp | 67.2%+26.0pp |
| Annual return | 18.73% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $6,903 | $3,138+120.0% | $4,821+43.2% | $2,671+158.5% |
| Participant deferral / active EE | $6,566 | $3,411+92.5% | $5,682+15.6% | $4,126+59.1% |
| Admin fee / account holder | $1,415 | $5,950-76.2% | $13,212-89.3% | $5,651-75.0% |