Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $115,709 | $154,193-25.0% | $130,045-11.0% | $139,466-17.0% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 22.93% | 32.51%-9.6pp | -137.30%+160.2pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,990 | $5,292-43.5% | $4,321-30.8% | $4,754-37.1% |
| Participant deferral / active EE | $9,713 | $6,709+44.8% | $5,820+66.9% | $6,712+44.7% |
| Admin fee / account holder | $4,709 | $13,989-66.3% | $10,600-55.6% | $11,409-58.7% |