Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,078 | $107,353-79.4% | $92,903-76.2% | $152,885-85.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 23.50% | 145.62%-122.1pp | 109.43%-85.9pp | 345.39%-321.9pp |
| Employer contribution / active EE | $2,045 | $4,222-51.6% | $3,653-44.0% | $4,763-57.1% |
| Participant deferral / active EE | $4,334 | $4,848-10.6% | $4,238+2.3% | $5,851-25.9% |
| Admin fee / account holder | $1,184 | $7,081-83.3% | $5,795-79.6% | $11,598-89.8% |