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 | $109,762 | $58,927+86.3% | $76,823+42.9% | $72,983+50.4% |
| Participation rate | 77.7% | 67.3%+10.3pp | 72.1%+5.6pp | 69.5%+8.2pp |
| Annual return | 20.54% | 2305.64%-2285.1pp | 1166.42%-1145.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $2,135 | $1,787+19.5% | $2,302-7.3% | $2,440-12.5% |
| Participant deferral / active EE | $4,160 | $2,690+54.6% | $3,336+24.7% | $3,608+15.3% |
| Admin fee / account holder | $10,134 | $4,013+152.5% | $6,422+57.8% | $5,124+97.8% |