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 | $92,878 | $115,814-19.8% | $101,275-8.3% | $158,982-41.6% |
| Participation rate | 91.3% | 79.4%+11.9pp | 75.8%+15.5pp | 82.0%+9.3pp |
| Annual return | 14.79% | 56.16%-41.4pp | 46.48%-31.7pp | 302.99%-288.2pp |
| Employer contribution / active EE | $854 | $4,176-79.6% | $3,660-76.7% | $4,763-82.1% |
| Participant deferral / active EE | $6,595 | $4,958+33.0% | $4,371+50.9% | $5,983+10.2% |
| Admin fee / account holder | $16,743 | $7,249+131.0% | $5,948+181.5% | $11,252+48.8% |