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 | $80,906 | $183,592-55.9% | $155,567-48.0% | $145,959-44.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 13.73% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $2,639 | $5,315-50.3% | $4,674-43.5% | $4,661-43.4% |
| Participant deferral / active EE | $4,471 | $6,464-30.8% | $5,628-20.6% | $6,689-33.2% |
| Admin fee / account holder | $1,467 | $19,318-92.4% | $15,916-90.8% | $13,398-89.0% |