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 | $58,628 | $183,516-68.1% | $155,534-62.3% | $145,884-59.8% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.74% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $9,752 | $5,315+83.5% | $4,675+108.6% | $4,662+109.2% |
| Participant deferral / active EE | $5,823 | $6,467-10.0% | $5,630+3.4% | $6,690-13.0% |
| Admin fee / account holder | $2,561 | $19,293-86.7% | $15,900-83.9% | $13,392-80.9% |