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 | $165,521 | $95,383+73.5% | $185,837-10.9% | $85,856+92.8% |
| Participation rate | 70.5% | 68.8%+1.7pp | 81.7%-11.2pp | 69.3%+1.2pp |
| Annual return | 16.20% | 23.59%-7.4pp | 122.08%-105.9pp | 318.58%-302.4pp |
| Employer contribution / active EE | $2,750 | $3,313-17.0% | $5,168-46.8% | $2,565+7.2% |
| Participant deferral / active EE | $3,588 | $3,423+4.8% | $5,568-35.6% | $3,952-9.2% |
| Admin fee / account holder | $3,933 | $7,213-45.5% | $16,241-75.8% | $6,261-37.2% |