Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,116 | $52,353+56.8% | $120,225-31.7% | $82,448-0.4% |
| Participation rate | 72.2% | 58.3%+13.9pp | 69.6%+2.6pp | 68.1%+4.2pp |
| Annual return | 15.52% | 61.85%-46.3pp | 439.23%-423.7pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,841 | $1,510+220.6% | $3,475+39.3% | $2,551+89.8% |
| Participant deferral / active EE | $3,110 | $2,627+18.4% | $3,999-22.2% | $4,139-24.9% |
| Admin fee / account holder | $7,937 | $4,363+81.9% | $5,696+39.3% | $7,234+9.7% |