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 | $115,180 | $203,483-43.4% | $152,473-24.5% | $167,553-31.3% |
| Participation rate | 94.1% | 82.3%+11.8pp | 78.2%+15.9pp | 82.1%+12.0pp |
| Annual return | 11.40% | 13.80%-2.4pp | 757.59%-746.2pp | 478.89%-467.5pp |
| Employer contribution / active EE | $2,036 | $5,219-61.0% | $4,326-52.9% | $4,840-57.9% |
| Participant deferral / active EE | $7,150 | $6,711+6.5% | $5,817+22.9% | $6,343+12.7% |
| Admin fee / account holder | $13,906 | $22,521-38.3% | $15,811-12.0% | $12,316+12.9% |