Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,939 | $109,411-87.3% | $89,435-84.4% | $158,982-91.2% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | 61.92% | 345.68%-283.8pp | 245.55%-183.6pp | 302.99%-241.1pp |
| Employer contribution / active EE | $2,611 | $3,173-17.7% | $2,587+0.9% | $4,763-45.2% |
| Participant deferral / active EE | $9,775 | $4,600+112.5% | $3,890+151.3% | $5,983+63.4% |
| Admin fee / account holder | $15,391 | $6,159+149.9% | $4,884+215.1% | $11,252+36.8% |