Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,120 | $183,592-88.5% | $155,574-86.4% | $145,877-85.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.86% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,803 | $5,317-66.1% | $4,676-61.4% | $4,663-61.3% |
| Participant deferral / active EE | $3,423 | $6,466-47.1% | $5,629-39.2% | $6,691-48.8% |
| Admin fee / account holder | $3,610 | $19,316-81.3% | $15,914-77.3% | $13,402-73.1% |