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 | $27,533 | $183,627-85.0% | $155,602-82.3% | $145,978-81.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.32% | 61.32%-48.0pp | 64.81%-51.5pp | 550.52%-537.2pp |
| Employer contribution / active EE | $1,259 | $5,316-76.3% | $4,675-73.1% | $4,662-73.0% |
| Participant deferral / active EE | $2,271 | $6,466-64.9% | $5,629-59.7% | $6,690-66.0% |
| Admin fee / account holder | $3,341 | $19,327-82.7% | $15,923-79.0% | $13,400-75.1% |