Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,466 | $110,379-29.8% | $102,412-24.4% | $145,884-46.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 13.46% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $6,897 | $4,216+63.6% | $3,870+78.2% | $4,662+47.9% |
| Participant deferral / active EE | $12,513 | $5,622+122.6% | $5,060+147.3% | $6,690+87.1% |
| Admin fee / account holder | $832 | $9,745-91.5% | $8,388-90.1% | $13,392-93.8% |