Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,759 | $201,344-74.8% | $184,243-72.5% | $145,877-65.2% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.95% | 29.01%-7.1pp | 28.82%-6.9pp | 551.28%-529.3pp |
| Employer contribution / active EE | $3,172 | $7,022-54.8% | $6,427-50.6% | $4,663-32.0% |
| Participant deferral / active EE | $13,240 | $9,807+35.0% | $9,132+45.0% | $6,691+97.9% |
| Admin fee / account holder | $1,666 | $16,382-89.8% | $13,914-88.0% | $13,402-87.6% |