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 | $53,040 | $181,062-70.7% | $158,223-66.5% | $155,188-65.8% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 13.73% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $8,330 | $4,565+82.5% | $4,109+102.7% | $4,248+96.1% |
| Participant deferral / active EE | $4,415 | $6,134-28.0% | $5,467-19.2% | $6,531-32.4% |
| Admin fee / account holder | $7,313 | $18,825-61.2% | $16,047-54.4% | $14,480-49.5% |