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 | $68,118 | $55,446+22.9% | $155,574-56.2% | $74,429-8.5% |
| Participation rate | 79.2% | 61.9%+17.3pp | 78.2%+1.0pp | 67.2%+12.0pp |
| Annual return | 20.25% | 269.20%-249.0pp | 64.87%-44.6pp | 1368.38%-1348.1pp |
| Employer contribution / active EE | $1,816 | $2,266-19.9% | $4,676-61.2% | $2,625-30.8% |
| Participant deferral / active EE | $9,071 | $2,836+219.8% | $5,629+61.1% | $4,348+108.6% |
| Admin fee / account holder | $5,385 | $1,743+209.0% | $15,914-66.2% | $1,944+177.0% |