Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,395 | $48,337+93.2% | $67,560+38.2% | $80,959+15.4% |
| Participation rate | 93.5% | 66.4%+27.1pp | 72.9%+20.6pp | 67.7%+25.9pp |
| Annual return | 15.30% | 18.26%-3.0pp | 3533.50%-3518.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,504 | $2,023+122.7% | $2,737+64.6% | $2,757+63.4% |
| Participant deferral / active EE | $7,629 | $2,928+160.5% | $4,004+90.5% | $4,300+77.4% |
| Admin fee / account holder | $5,554 | $3,695+50.3% | $3,994+39.1% | $6,925-19.8% |