Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,516 | $100,139-90.5% | $85,187-88.8% | $145,884-93.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 9.60% | 84.15%-74.5pp | 66.67%-57.1pp | 551.85%-542.2pp |
| Employer contribution / active EE | $3,067 | $3,238-5.3% | $2,732+12.2% | $4,662-34.2% |
| Participant deferral / active EE | $3,384 | $5,296-36.1% | $4,525-25.2% | $6,690-49.4% |
| Admin fee / account holder | $825 | $7,262-88.6% | $6,162-86.6% | $13,392-93.8% |