Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,956 | $48,337+75.8% | $67,560+25.7% | $80,959+4.9% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.2pp | 67.7%+30.5pp |
| Annual return | 15.14% | 18.26%-3.1pp | 3533.50%-3518.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $14,370 | $2,023+610.5% | $2,737+425.1% | $2,757+421.2% |
| Participant deferral / active EE | $7,666 | $2,928+161.8% | $4,004+91.5% | $4,300+78.3% |
| Admin fee / account holder | $15,932 | $3,695+331.1% | $3,994+298.9% | $6,925+130.0% |