Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $57,099 | $148,623-61.6% | $135,974-58.0% | $139,466-59.1% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 16.42% | 79.30%-62.9pp | 68.30%-51.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $8,766 | $5,246+67.1% | $4,859+80.4% | $4,754+84.4% |
| Participant deferral / active EE | $8,803 | $8,103+8.6% | $7,760+13.4% | $6,712+31.2% |
| Admin fee / account holder | $3,411 | $12,406-72.5% | $10,767-68.3% | $11,409-70.1% |