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 | $130,799 | $183,539-28.7% | $155,556-15.9% | $145,897-10.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.78% | 61.31%-46.5pp | 64.84%-50.1pp | 552.29%-537.5pp |
| Employer contribution / active EE | $10,537 | $5,315+98.2% | $4,675+125.4% | $4,663+126.0% |
| Participant deferral / active EE | $13,624 | $6,467+110.7% | $5,631+142.0% | $6,689+103.7% |
| Admin fee / account holder | $9,791 | $19,275-49.2% | $15,885-38.4% | $13,390-26.9% |