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 | $85,224 | $115,814-26.4% | $101,275-15.8% | $158,982-46.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 11.43% | 56.16%-44.7pp | 46.48%-35.1pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,149 | $4,176-48.5% | $3,660-41.3% | $4,763-54.9% |
| Participant deferral / active EE | $3,810 | $4,958-23.2% | $4,371-12.8% | $5,983-36.3% |
| Admin fee / account holder | $3,017 | $7,249-58.4% | $5,948-49.3% | $11,252-73.2% |