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 | $52,577 | $58,275-9.8% | $81,844-35.8% | $80,935-35.0% |
| Participation rate | 93.3% | 63.5%+29.9pp | 72.4%+21.0pp | 67.7%+25.7pp |
| Annual return | 17.43% | 41.82%-24.4pp | 778.87%-761.4pp | 35.66%-18.2pp |
| Employer contribution / active EE | $2,910 | $2,346+24.0% | $2,916-0.2% | $2,757+5.6% |
| Participant deferral / active EE | $6,681 | $3,285+103.4% | $4,323+54.5% | $4,299+55.4% |
| Admin fee / account holder | $1,273 | $4,749-73.2% | $7,355-82.7% | $6,924-81.6% |