Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,860 | $209,422-58.0% | $178,503-50.8% | $158,982-44.7% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 13.86% | 188.81%-174.9pp | 151.12%-137.3pp | 302.99%-289.1pp |
| Employer contribution / active EE | $2,465 | $5,707-56.8% | $5,011-50.8% | $4,763-48.2% |
| Participant deferral / active EE | $8,583 | $5,955+44.1% | $5,202+65.0% | $5,983+43.5% |
| Admin fee / account holder | $3,178 | $17,079-81.4% | $13,987-77.3% | $11,252-71.8% |