Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $48,057 | $111,830-57.0% | $93,696-48.7% | $145,884-67.1% |
| Participation rate | 76.9% | 74.2%+2.7pp | 68.7%+8.2pp | 80.3%-3.4pp |
| Annual return | 16.14% | 204.08%-187.9pp | 133.74%-117.6pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,476 | $3,093-20.0% | $2,422+2.2% | $4,662-46.9% |
| Participant deferral / active EE | $4,315 | $4,920-12.3% | $4,417-2.3% | $6,690-35.5% |
| Admin fee / account holder | $772 | $10,249-92.5% | $8,287-90.7% | $13,392-94.2% |