Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $22,497 | $58,311-61.4% | $81,882-72.5% | $80,959-72.2% |
| Participation rate | 92.7% | 63.5%+29.2pp | 72.4%+20.3pp | 67.7%+25.0pp |
| Annual return | 12.51% | 41.85%-29.3pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,731 | $2,347+16.4% | $2,916-6.4% | $2,757-1.0% |
| Participant deferral / active EE | $6,542 | $3,287+99.0% | $4,323+51.3% | $4,300+52.1% |
| Admin fee / account holder | $1,447 | $4,752-69.6% | $7,360-80.3% | $6,925-79.1% |