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 | $120,828 | $102,429+18.0% | $147,096-17.9% | $80,925+49.3% |
| Participation rate | 97.7% | 75.9%+21.8pp | 82.2%+15.5pp | 67.7%+30.0pp |
| Annual return | 13.51% | 135.02%-121.5pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $7,184 | $3,716+93.3% | $4,936+45.5% | $2,756+160.6% |
| Participant deferral / active EE | $8,140 | $6,649+22.4% | $8,071+0.9% | $4,299+89.4% |
| Admin fee / account holder | $17,021 | $7,957+113.9% | $13,005+30.9% | $6,940+145.3% |