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 | $132,785 | $183,539-27.7% | $155,556-14.6% | $145,897-9.0% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.31% | 61.31%-45.0pp | 64.84%-48.5pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,039 | $5,315-61.6% | $4,675-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $3,569 | $6,467-44.8% | $5,631-36.6% | $6,689-46.6% |
| Admin fee / account holder | $2,688 | $19,275-86.1% | $15,885-83.1% | $13,390-79.9% |