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 | $78,832 | $209,422-62.4% | $178,503-55.8% | $158,982-50.4% |
| Participation rate | 84.6% | 86.4%-1.7pp | 81.9%+2.7pp | 82.0%+2.6pp |
| Annual return | 11.77% | 188.81%-177.0pp | 151.12%-139.3pp | 302.99%-291.2pp |
| Employer contribution / active EE | $8,559 | $5,707+50.0% | $5,011+70.8% | $4,763+79.7% |
| Participant deferral / active EE | $6,768 | $5,955+13.7% | $5,202+30.1% | $5,983+13.1% |
| Admin fee / account holder | $2,277 | $17,079-86.7% | $13,987-83.7% | $11,252-79.8% |