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 | $41,403 | $85,766-51.7% | $136,298-69.6% | $70,126-41.0% |
| Participation rate | 90.3% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 57.14% | 31.46%+25.7pp | 5156.27%-5099.1pp | 73.15%-16.0pp |
| Employer contribution / active EE | $3,529 | $2,966+19.0% | $4,696-24.8% | $2,343+50.7% |
| Participant deferral / active EE | $5,766 | $5,051+14.1% | $6,247-7.7% | $3,332+73.1% |
| Admin fee / account holder | $2,200 | $5,421-59.4% | $9,244-76.2% | $4,645-52.6% |