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 | $158,418 | $102,635+54.4% | $86,209+83.8% | $139,456+13.6% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 14.82% | 1923.53%-1908.7pp | 1169.05%-1154.2pp | 373.45%-358.6pp |
| Employer contribution / active EE | $1,254 | $3,034-58.7% | $2,381-47.3% | $4,753-73.6% |
| Participant deferral / active EE | $0 | $4,677-100.0% | $3,986-100.0% | $6,711-100.0% |
| Admin fee / account holder | $308 | $8,661-96.4% | $6,853-95.5% | $11,407-97.3% |