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 | $68,351 | $98,760-30.8% | $149,715-54.3% | $79,858-14.4% |
| Participation rate | 87.8% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 22.06% | 27.43%-5.4pp | 276.66%-254.6pp | 31.72%-9.7pp |
| Employer contribution / active EE | $4,000 | $3,217+24.3% | $4,645-13.9% | $2,471+61.9% |
| Participant deferral / active EE | $10,123 | $5,681+78.2% | $6,842+48.0% | $3,740+170.7% |
| Admin fee / account holder | $1,213 | $6,053-80.0% | $9,310-87.0% | $5,306-77.1% |