Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $91,081 | $175,259-48.0% | $149,723-39.2% | $139,487-34.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.69% | 166.82%-149.1pp | 134.50%-116.8pp | 373.84%-356.2pp |
| Employer contribution / active EE | $3,981 | $5,478-27.3% | $4,821-17.4% | $4,755-16.3% |
| Participant deferral / active EE | $4,785 | $6,522-26.6% | $5,682-15.8% | $6,713-28.7% |
| Admin fee / account holder | $4,144 | $16,158-74.4% | $13,215-68.6% | $11,407-63.7% |