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 | $59,471 | $51,642+15.2% | $129,384-54.0% | $80,935-26.5% |
| Participation rate | 83.7% | 56.9%+26.8pp | 69.6%+14.1pp | 67.7%+16.1pp |
| Annual return | 13.99% | 20.78%-6.8pp | 9461.77%-9447.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $617 | $1,583-61.0% | $4,153-85.1% | $2,757-77.6% |
| Participant deferral / active EE | $2,550 | $2,670-4.5% | $4,166-38.8% | $4,299-40.7% |
| Admin fee / account holder | $1,388 | $4,312-67.8% | $7,686-81.9% | $6,924-80.0% |