Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,490 | $65,566-39.8% | $86,235-54.2% | $75,177-47.5% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 21.30% | 46.07%-24.8pp | 1170.03%-1148.7pp | 160.75%-139.4pp |
| Employer contribution / active EE | $3,340 | $1,553+115.0% | $2,381+40.3% | $2,671+25.1% |
| Participant deferral / active EE | $5,158 | $3,023+70.6% | $3,987+29.4% | $4,126+25.0% |
| Admin fee / account holder | $1,577 | $5,470-71.2% | $6,856-77.0% | $5,651-72.1% |