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 | $91,280 | $160,028-43.0% | $147,080-37.9% | $145,884-37.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 28.13% | 98.60%-70.5pp | 420.17%-392.0pp | 551.85%-523.7pp |
| Employer contribution / active EE | $3,608 | $5,286-31.7% | $4,933-26.9% | $4,662-22.6% |
| Participant deferral / active EE | $9,119 | $8,422+8.3% | $8,066+13.0% | $6,690+36.3% |
| Admin fee / account holder | $1,587 | $15,030-89.4% | $12,989-87.8% | $13,392-88.2% |