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 | $76,951 | $132,634-42.0% | $115,768-33.5% | $137,256-43.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 10.19% | 160.70%-150.5pp | 100.46%-90.3pp | 220.34%-210.2pp |
| Employer contribution / active EE | $4,167 | $3,360+24.0% | $2,940+41.7% | $4,156+0.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,129 | $15,028-85.8% | $12,439-82.9% | $12,270-82.7% |