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 | $78,889 | $88,815-11.2% | $81,882-3.7% | $145,897-45.9% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.40% | 1033.75%-1018.3pp | 779.47%-764.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,501 | $3,086+45.9% | $2,916+54.4% | $4,663-3.5% |
| Participant deferral / active EE | $6,462 | $4,647+39.0% | $4,323+49.5% | $6,689-3.4% |
| Admin fee / account holder | $490 | $8,434-94.2% | $7,360-93.3% | $13,390-96.3% |