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 | $35,843 | $95,406-62.4% | $185,849-80.7% | $85,847-58.2% |
| Participation rate | 96.1% | 68.8%+27.3pp | 81.7%+14.4pp | 69.3%+26.8pp |
| Annual return | 22.92% | 23.59%-0.7pp | 122.10%-99.2pp | 318.61%-295.7pp |
| Employer contribution / active EE | $2,152 | $3,314-35.1% | $5,169-58.4% | $2,565-16.1% |
| Participant deferral / active EE | $0 | $3,424-100.0% | $5,569-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,149 | $7,214-84.1% | $16,244-92.9% | $6,261-81.7% |