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 | $88,019 | $52,353+68.1% | $120,225-26.8% | $82,448+6.8% |
| Participation rate | 98.4% | 58.3%+40.0pp | 69.6%+28.8pp | 68.1%+30.3pp |
| Annual return | 16.49% | 61.85%-45.4pp | 439.23%-422.7pp | 41.64%-25.1pp |
| Employer contribution / active EE | $850 | $1,510-43.7% | $3,475-75.6% | $2,551-66.7% |
| Participant deferral / active EE | $2,167 | $2,627-17.5% | $3,999-45.8% | $4,139-47.7% |
| Admin fee / account holder | $4,439 | $4,363+1.7% | $5,696-22.1% | $7,234-38.6% |