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 | $36,723 | $103,038-64.4% | $90,324-59.3% | $152,909-76.0% |
| Participation rate | 72.7% | 75.9%-3.2pp | 73.3%-0.6pp | 82.5%-9.7pp |
| Annual return | 15.27% | 95.25%-80.0pp | 78.15%-62.9pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,750 | $4,282+34.3% | $3,885+48.0% | $5,851-1.7% |
| Admin fee / account holder | $2,873 | $6,177-53.5% | $5,356-46.4% | $11,601-75.2% |