Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,568 | $154,193-86.0% | $130,045-83.4% | $139,466-84.5% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.1pp |
| Annual return | 268.74% | 32.51%+236.2pp | -137.30%+406.0pp | 373.66%-104.9pp |
| Employer contribution / active EE | $1,324 | $5,292-75.0% | $4,321-69.4% | $4,754-72.2% |
| Participant deferral / active EE | $2,097 | $6,709-68.7% | $5,820-64.0% | $6,712-68.8% |
| Admin fee / account holder | $381 | $13,989-97.3% | $10,600-96.4% | $11,409-96.7% |