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 | $36,145 | $58,927-38.7% | $76,823-53.0% | $72,983-50.5% |
| Participation rate | 93.8% | 67.3%+26.4pp | 72.1%+21.7pp | 69.5%+24.3pp |
| Annual return | 21.88% | 2305.64%-2283.8pp | 1166.42%-1144.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,425 | $1,787-20.2% | $2,302-38.1% | $2,440-41.6% |
| Participant deferral / active EE | $3,387 | $2,690+25.9% | $3,336+1.5% | $3,608-6.1% |
| Admin fee / account holder | $412 | $4,013-89.7% | $6,422-93.6% | $5,124-92.0% |