Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $74,981 | $123,859-39.5% | $69,632+7.7% | $145,897-48.6% |
| Participation rate | 94.7% | 69.2%+25.5pp | 66.4%+28.3pp | 80.3%+14.4pp |
| Annual return | 17.18% | 192.49%-175.3pp | 101.32%-84.1pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,981 | $2,673+48.9% | $1,708+133.0% | $4,663-14.6% |
| Participant deferral / active EE | $8,830 | $4,242+108.1% | $2,889+205.6% | $6,689+32.0% |
| Admin fee / account holder | $8,282 | $7,817+5.9% | $4,695+76.4% | $13,390-38.1% |