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 | $75,083 | $98,766-24.0% | $149,730-49.9% | $79,852-6.0% |
| Participation rate | 94.5% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.9pp |
| Annual return | 17.82% | 27.43%-9.6pp | 276.70%-258.9pp | 31.72%-13.9pp |
| Employer contribution / active EE | $3,302 | $3,217+2.6% | $4,645-28.9% | $2,471+33.6% |
| Participant deferral / active EE | $7,104 | $5,681+25.0% | $6,843+3.8% | $3,740+89.9% |
| Admin fee / account holder | $3,650 | $6,052-39.7% | $9,310-60.8% | $5,306-31.2% |