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 | $83,611 | $160,070-47.8% | $147,117-43.2% | $145,897-42.7% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 16.56% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,663 | $5,285-49.6% | $4,932-46.0% | $4,663-42.9% |
| Participant deferral / active EE | $2,916 | $8,419-65.4% | $8,065-63.8% | $6,689-56.4% |
| Admin fee / account holder | $4,362 | $15,035-71.0% | $12,993-66.4% | $13,390-67.4% |