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 | $60,809 | $169,361-64.1% | $129,397-53.0% | $145,877-58.3% |
| Participation rate | 95.7% | 76.5%+19.2pp | 69.6%+26.0pp | 80.3%+15.3pp |
| Annual return | 13.21% | 14395.54%-14382.3pp | 9453.98%-9440.8pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,268 | $5,542-41.0% | $4,154-21.3% | $4,663-29.9% |
| Participant deferral / active EE | $8,946 | $4,987+79.4% | $4,167+114.7% | $6,691+33.7% |
| Admin fee / account holder | $1,770 | $9,903-82.1% | $7,679-76.9% | $13,402-86.8% |