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 | $17,741 | $107,368-83.5% | $92,915-80.9% | $152,909-88.4% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 25.49% | 145.64%-120.1pp | 109.45%-84.0pp | 345.46%-320.0pp |
| Employer contribution / active EE | $3,153 | $4,222-25.3% | $3,653-13.7% | $4,764-33.8% |
| Participant deferral / active EE | $4,025 | $4,848-17.0% | $4,238-5.0% | $5,851-31.2% |
| Admin fee / account holder | $1,095 | $7,082-84.5% | $5,796-81.1% | $11,601-90.6% |