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 | $52,586 | $209,422-74.9% | $178,503-70.5% | $158,982-66.9% |
| Participation rate | 94.4% | 86.4%+8.1pp | 81.9%+12.5pp | 82.0%+12.5pp |
| Annual return | 18.92% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,234 | $5,707-60.9% | $5,011-55.4% | $4,763-53.1% |
| Participant deferral / active EE | $4,568 | $5,955-23.3% | $5,202-12.2% | $5,983-23.7% |
| Admin fee / account holder | $1,206 | $17,079-92.9% | $13,987-91.4% | $11,252-89.3% |