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 | $55,589 | $159,978-65.3% | $147,041-62.2% | $145,978-61.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 14.71% | 98.36%-83.7pp | 419.21%-404.5pp | 550.52%-535.8pp |
| Employer contribution / active EE | $8,637 | $5,288+63.3% | $4,935+75.0% | $4,662+85.3% |
| Participant deferral / active EE | $6,392 | $8,429-24.2% | $8,071-20.8% | $6,690-4.4% |
| Admin fee / account holder | $15,031 | $15,053-0.2% | $13,006+15.6% | $13,400+12.2% |