Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,182 | $175,259-82.2% | $149,723-79.2% | $139,487-77.6% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 28.41% | 166.82%-138.4pp | 134.50%-106.1pp | 373.84%-345.4pp |
| Employer contribution / active EE | $2,455 | $5,478-55.2% | $4,821-49.1% | $4,755-48.4% |
| Participant deferral / active EE | $2,906 | $6,522-55.4% | $5,682-48.9% | $6,713-56.7% |
| Admin fee / account holder | $511 | $16,158-96.8% | $13,215-96.1% | $11,407-95.5% |