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 | $66,725 | $85,766-22.2% | $136,298-51.0% | $70,126-4.8% |
| Participation rate | 81.7% | 74.2%+7.5pp | 81.9%-0.3pp | 69.5%+12.1pp |
| Annual return | 15.24% | 31.46%-16.2pp | 5156.27%-5141.0pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,233 | $2,966-24.7% | $4,696-52.4% | $2,343-4.7% |
| Participant deferral / active EE | $8,107 | $5,051+60.5% | $6,247+29.8% | $3,332+143.3% |
| Admin fee / account holder | $497 | $5,421-90.8% | $9,244-94.6% | $4,645-89.3% |