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 | $81,271 | $106,008-23.3% | $92,240-11.9% | $147,586-44.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.04% | 50.05%-32.0pp | 176.29%-158.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $995 | $4,333-77.0% | $3,680-73.0% | $4,876-79.6% |
| Participant deferral / active EE | $2,325 | $4,478-48.1% | $3,897-40.3% | $5,439-57.2% |
| Admin fee / account holder | $563 | $6,333-91.1% | $5,194-89.2% | $10,886-94.8% |