Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,218 | $55,889+50.7% | $76,119+10.6% | $80,935+4.1% |
| Participation rate | 88.0% | 62.1%+25.9pp | 69.1%+18.9pp | 67.7%+20.3pp |
| Annual return | 12.84% | 20.58%-7.7pp | 361.25%-348.4pp | 35.66%-22.8pp |
| Employer contribution / active EE | $3,671 | $1,866+96.8% | $2,693+36.4% | $2,757+33.2% |
| Participant deferral / active EE | $8,356 | $3,051+173.9% | $4,259+96.2% | $4,299+94.4% |
| Admin fee / account holder | $6,971 | $5,241+33.0% | $6,421+8.6% | $6,924+0.7% |