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 | $69,469 | $159,978-56.6% | $147,041-52.8% | $145,978-52.4% |
| Participation rate | 81.0% | 84.0%-3.1pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 14.28% | 98.36%-84.1pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,574 | $5,288-51.3% | $4,935-47.8% | $4,662-44.8% |
| Participant deferral / active EE | $4,574 | $8,429-45.7% | $8,071-43.3% | $6,690-31.6% |
| Admin fee / account holder | $8,797 | $15,053-41.6% | $13,006-32.4% | $13,400-34.4% |