Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $79,289 | $65,440+21.2% | $98,506-19.5% | $85,851-7.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 73.3%+12.9pp | 69.3%+17.0pp |
| Annual return | 13.29% | 21.75%-8.5pp | 1494.92%-1481.6pp | 318.63%-305.3pp |
| Employer contribution / active EE | $1,944 | $2,169-10.4% | $2,961-34.3% | $2,565-24.2% |
| Participant deferral / active EE | $3,707 | $3,168+17.0% | $4,277-13.3% | $3,952-6.2% |
| Admin fee / account holder | $26,664 | $4,596+480.2% | $5,955+347.8% | $6,261+325.9% |