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 | $67,124 | $121,701-44.8% | $104,639-35.9% | $158,982-57.8% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 16.64% | 465.72%-449.1pp | 340.67%-324.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $1,590 | $3,165-49.8% | $2,682-40.7% | $4,763-66.6% |
| Participant deferral / active EE | $5,134 | $4,176+22.9% | $3,738+37.3% | $5,983-14.2% |
| Admin fee / account holder | $2,146 | $7,778-72.4% | $6,465-66.8% | $11,252-80.9% |