Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,640 | $160,070-55.9% | $147,117-52.0% | $145,897-51.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 12.61% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $3,939 | $5,285-25.5% | $4,932-20.1% | $4,663-15.5% |
| Participant deferral / active EE | $9,672 | $8,419+14.9% | $8,065+19.9% | $6,689+44.6% |
| Admin fee / account holder | $7,643 | $15,035-49.2% | $12,993-41.2% | $13,390-42.9% |