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 | $30,959 | $183,516-83.1% | $155,534-80.1% | $145,884-78.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.98% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $2,894 | $5,315-45.6% | $4,675-38.1% | $4,662-37.9% |
| Participant deferral / active EE | $4,865 | $6,467-24.8% | $5,630-13.6% | $6,690-27.3% |
| Admin fee / account holder | $16,288 | $19,293-15.6% | $15,900+2.4% | $13,392+21.6% |