Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,313 | $111,830-56.8% | $93,696-48.4% | $145,884-66.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 68.7%+26.9pp | 80.3%+15.3pp |
| Annual return | 15.06% | 204.08%-189.0pp | 133.74%-118.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,661 | $3,093-46.3% | $2,422-31.4% | $4,662-64.4% |
| Participant deferral / active EE | $3,546 | $4,920-27.9% | $4,417-19.7% | $6,690-47.0% |
| Admin fee / account holder | $2,194 | $10,249-78.6% | $8,287-73.5% | $13,392-83.6% |