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 | $66,637 | $165,939-59.8% | $122,354-45.5% | $147,586-54.8% |
| Participation rate | 93.3% | 79.6%+13.8pp | 71.6%+21.7pp | 82.8%+10.5pp |
| Annual return | 20.73% | 34.56%-13.8pp | 30.28%-9.5pp | 578.59%-557.9pp |
| Employer contribution / active EE | $3,357 | $5,754-41.7% | $4,051-17.1% | $4,876-31.2% |
| Participant deferral / active EE | $6,780 | $4,005+69.3% | $3,287+106.2% | $5,439+24.7% |
| Admin fee / account holder | $612 | $7,425-91.8% | $5,479-88.8% | $10,886-94.4% |