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 | $91,278 | $48,284+89.0% | $67,524+35.2% | $80,911+12.8% |
| Participation rate | 94.0% | 66.4%+27.6pp | 72.9%+21.1pp | 67.6%+26.4pp |
| Annual return | 12.79% | 18.27%-5.5pp | 3519.41%-3506.6pp | 35.63%-22.8pp |
| Employer contribution / active EE | $981 | $2,021-51.5% | $2,734-64.1% | $2,756-64.4% |
| Participant deferral / active EE | $2,100 | $2,927-28.2% | $4,001-47.5% | $4,297-51.1% |
| Admin fee / account holder | $17,609 | $3,688+377.5% | $4,001+340.2% | $6,935+153.9% |