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 | $63,795 | $89,364-28.6% | $141,177-54.8% | $72,983-12.6% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.5%+16.2pp | 69.5%+29.2pp |
| Annual return | 23.99% | 111.86%-87.9pp | 71.40%-47.4pp | 81.01%-57.0pp |
| Employer contribution / active EE | $8,337 | $3,115+167.7% | $4,736+76.0% | $2,440+241.7% |
| Participant deferral / active EE | $9,221 | $5,419+70.2% | $6,710+37.4% | $3,608+155.6% |
| Admin fee / account holder | $5,147 | $5,959-13.6% | $10,263-49.8% | $5,124+0.5% |