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 | $74,233 | $85,171-12.8% | $172,753-57.0% | $72,976+1.7% |
| Participation rate | 88.9% | 70.1%+18.8pp | 82.6%+6.2pp | 69.5%+19.4pp |
| Annual return | 20.59% | 27.32%-6.7pp | 803.00%-782.4pp | 81.02%-60.4pp |
| Employer contribution / active EE | $2,625 | $3,324-21.0% | $5,144-49.0% | $2,440+7.6% |
| Participant deferral / active EE | $3,877 | $3,260+18.9% | $5,198-25.4% | $3,608+7.5% |
| Admin fee / account holder | $4,269 | $5,880-27.4% | $13,956-69.4% | $5,124-16.7% |