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 | $158,402 | $209,428-24.4% | $178,498-11.3% | $158,950-0.3% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 21.73% | 188.78%-167.0pp | 151.09%-129.4pp | 302.91%-281.2pp |
| Employer contribution / active EE | $1,423 | $5,707-75.1% | $5,011-71.6% | $4,762-70.1% |
| Participant deferral / active EE | $2,940 | $5,955-50.6% | $5,202-43.5% | $5,983-50.9% |
| Admin fee / account holder | $1,448 | $17,077-91.5% | $13,985-89.6% | $11,248-87.1% |