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 | $35,203 | $48,327-27.2% | $67,575-47.9% | $80,935-56.5% |
| Participation rate | 76.9% | 66.4%+10.5pp | 72.9%+4.0pp | 67.7%+9.3pp |
| Annual return | 11.89% | 18.31%-6.4pp | 3528.98%-3517.1pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,734 | $2,927+61.7% | $4,003+18.3% | $4,299+10.1% |
| Admin fee / account holder | $870 | $3,692-76.4% | $3,993-78.2% | $6,924-87.4% |