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 | $184,940 | $102,385+80.6% | $147,080+25.7% | $80,935+128.5% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 13.37% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,777 | $3,717-25.3% | $4,933-43.7% | $2,757+0.7% |
| Participant deferral / active EE | $9,816 | $6,651+47.6% | $8,066+21.7% | $4,299+128.3% |
| Admin fee / account holder | $30,833 | $7,951+287.8% | $12,989+137.4% | $6,924+345.3% |