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 | $66,712 | $105,198-36.6% | $159,455-58.2% | $85,856-22.3% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.8%-9.9pp | 69.3%+3.7pp |
| Annual return | 12.84% | 45.08%-32.2pp | 263.63%-250.8pp | 318.58%-305.7pp |
| Employer contribution / active EE | $6,885 | $3,319+107.4% | $4,830+42.5% | $2,565+168.4% |
| Participant deferral / active EE | $4,595 | $5,946-22.7% | $7,353-37.5% | $3,952+16.3% |
| Admin fee / account holder | $2,751 | $6,934-60.3% | $10,800-74.5% | $6,261-56.1% |