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 | $44,910 | $29,667+51.4% | $56,441-20.4% | $80,874-44.5% |
| Participation rate | 86.8% | 41.7%+45.2pp | 52.5%+34.3pp | 67.6%+19.2pp |
| Annual return | 13.32% | 35.22%-21.9pp | 1704.21%-1690.9pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,392 | $669+257.3% | $1,039+130.2% | $2,756-13.2% |
| Participant deferral / active EE | $1,623 | $1,227+32.3% | $1,953-16.9% | $4,297-62.2% |
| Admin fee / account holder | $1,398 | $2,429-42.5% | $2,829-50.6% | $6,935-79.8% |