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 | $97,306 | $53,128+83.2% | $86,582+12.4% | $70,126+38.8% |
| Participation rate | 92.2% | 65.3%+26.9pp | 73.5%+18.6pp | 69.5%+22.6pp |
| Annual return | 16.74% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $3,924 | $2,068+89.7% | $2,839+38.2% | $2,343+67.5% |
| Participant deferral / active EE | $4,794 | $2,695+77.9% | $3,609+32.8% | $3,332+43.9% |
| Admin fee / account holder | $6,015 | $3,584+67.9% | $4,904+22.7% | $4,645+29.5% |