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 | $89,552 | $65,961+35.8% | $180,320-50.3% | $94,015-4.7% |
| Participation rate | 74.3% | 61.3%+13.1pp | 71.5%+2.8pp | 70.8%+3.5pp |
| Annual return | 18.23% | 14.27%+4.0pp | 778.54%-760.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $2,459 | $1,737+41.5% | $4,108-40.1% | $2,790-11.9% |
| Participant deferral / active EE | $6,203 | $3,003+106.5% | $4,304+44.1% | $4,249+46.0% |
| Admin fee / account holder | $6,815 | $4,901+39.1% | $10,000-31.9% | $8,951-23.9% |