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 | $48,561 | $183,592-73.5% | $155,574-68.8% | $145,877-66.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.67% | 61.37%-45.7pp | 64.87%-49.2pp | 551.28%-535.6pp |
| Employer contribution / active EE | $1,278 | $5,317-76.0% | $4,676-72.7% | $4,663-72.6% |
| Participant deferral / active EE | $3,984 | $6,466-38.4% | $5,629-29.2% | $6,691-40.5% |
| Admin fee / account holder | $782 | $19,316-95.9% | $15,914-95.1% | $13,402-94.2% |