Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,756 | $55,902-41.4% | $76,030-56.9% | $80,959-59.5% |
| Participation rate | 82.1% | 62.1%+20.1pp | 69.1%+13.1pp | 67.7%+14.5pp |
| Annual return | 18.12% | 20.59%-2.5pp | 361.54%-343.4pp | 35.67%-17.6pp |
| Employer contribution / active EE | $2,705 | $1,867+44.9% | $2,688+0.6% | $2,757-1.9% |
| Participant deferral / active EE | $5,274 | $3,051+72.9% | $4,257+23.9% | $4,300+22.6% |
| Admin fee / account holder | $2,331 | $5,239-55.5% | $6,421-63.7% | $6,925-66.3% |