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 | $50,477 | $109,411-53.9% | $89,435-43.6% | $158,982-68.2% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.0%+24.9pp | 82.0%+10.9pp |
| Annual return | 18.92% | 345.68%-326.8pp | 245.55%-226.6pp | 302.99%-284.1pp |
| Employer contribution / active EE | $2,160 | $3,173-31.9% | $2,587-16.5% | $4,763-54.6% |
| Participant deferral / active EE | $4,719 | $4,600+2.6% | $3,890+21.3% | $5,983-21.1% |
| Admin fee / account holder | $9,792 | $6,159+59.0% | $4,884+100.5% | $11,252-13.0% |