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 | $32,342 | $82,674-60.9% | $125,381-74.2% | $68,486-52.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 44.14% | -5.97%+50.1pp | 572.31%-528.2pp | -7.85%+52.0pp |
| Employer contribution / active EE | $4,694 | $3,382+38.8% | $4,815-2.5% | $2,597+80.8% |
| Participant deferral / active EE | $10,712 | $6,111+75.3% | $7,448+43.8% | $4,028+166.0% |
| Admin fee / account holder | $4,132 | $6,277-34.2% | $10,007-58.7% | $5,404-23.5% |