Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $129,652 | $88,754+46.1% | $81,820+58.5% | $145,877-11.1% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 11.66% | 1031.77%-1020.1pp | 777.93%-766.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,694 | $3,085-45.1% | $2,915-41.9% | $4,663-63.7% |
| Participant deferral / active EE | $9,851 | $4,648+112.0% | $4,323+127.9% | $6,691+47.2% |
| Admin fee / account holder | $41,163 | $8,424+388.7% | $7,391+457.0% | $13,402+207.1% |