Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $79,084 | $102,429-22.8% | $147,096-46.2% | $80,925-2.3% |
| Participation rate | 93.1% | 75.9%+17.2pp | 82.2%+10.9pp | 67.7%+25.4pp |
| Annual return | 16.36% | 135.02%-118.7pp | 419.75%-403.4pp | 35.65%-19.3pp |
| Employer contribution / active EE | $4,849 | $3,716+30.5% | $4,936-1.8% | $2,756+75.9% |
| Participant deferral / active EE | $12,139 | $6,649+82.6% | $8,071+50.4% | $4,299+182.4% |
| Admin fee / account holder | $3,005 | $7,957-62.2% | $13,005-76.9% | $6,940-56.7% |