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 | $158,932 | $47,479+234.7% | $62,929+152.6% | $82,448+92.8% |
| Participation rate | 85.5% | 66.9%+18.6pp | 73.1%+12.3pp | 68.1%+17.4pp |
| Annual return | 20.81% | 20.34%+0.5pp | 1063.93%-1043.1pp | 41.64%-20.8pp |
| Employer contribution / active EE | $844 | $1,885-55.3% | $2,505-66.3% | $2,551-66.9% |
| Participant deferral / active EE | $7,983 | $2,870+178.1% | $3,888+105.3% | $4,139+92.9% |
| Admin fee / account holder | $6,219 | $3,804+63.5% | $5,065+22.8% | $7,234-14.0% |