Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $133,312 | $61,125+118.1% | $94,057+41.7% | $87,485+52.4% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.3%+14.7pp | 68.9%+19.1pp |
| Annual return | 14.61% | 35.20%-20.6pp | 480.62%-466.0pp | 26.06%-11.5pp |
| Employer contribution / active EE | $8,350 | $2,136+290.8% | $2,933+184.7% | $2,596+221.6% |
| Participant deferral / active EE | $8,638 | $3,260+165.0% | $4,709+83.4% | $4,274+102.1% |
| Admin fee / account holder | $2,210 | $5,629-60.7% | $7,244-69.5% | $7,775-71.6% |