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 | $76,863 | $80,812-4.9% | $160,784-52.2% | $82,448-6.8% |
| Participation rate | 98.4% | 66.2%+32.2pp | 77.0%+21.5pp | 68.1%+30.3pp |
| Annual return | 16.78% | 100.59%-83.8pp | 1803.92%-1787.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,933 | $2,174+34.9% | $3,733-21.4% | $2,551+15.0% |
| Participant deferral / active EE | $5,441 | $4,335+25.5% | $6,293-13.5% | $4,139+31.4% |
| Admin fee / account holder | $2,133 | $7,695-72.3% | $9,717-78.1% | $7,234-70.5% |