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 | $59,501 | $102,385-41.9% | $147,080-59.5% | $80,935-26.5% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 12.18% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $3,843 | $3,717+3.4% | $4,933-22.1% | $2,757+39.4% |
| Participant deferral / active EE | $8,220 | $6,651+23.6% | $8,066+1.9% | $4,299+91.2% |
| Admin fee / account holder | $12,912 | $7,951+62.4% | $12,989-0.6% | $6,924+86.5% |