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 | $52,227 | $61,816-15.5% | $97,260-46.3% | $80,935-35.5% |
| Participation rate | 82.5% | 63.5%+19.0pp | 72.7%+9.8pp | 67.7%+14.8pp |
| Annual return | 20.48% | -558.73%+579.2pp | 75.54%-55.1pp | 35.66%-15.2pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,287 | $3,027+305.9% | $4,262+188.3% | $4,299+185.8% |
| Admin fee / account holder | $4,760 | $5,166-7.9% | $5,640-15.6% | $6,924-31.3% |