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 | $36,586 | $49,177-25.6% | $79,467-54.0% | $64,173-43.0% |
| Participation rate | 96.2% | 65.0%+31.2pp | 73.3%+22.9pp | 69.6%+26.6pp |
| Annual return | 10.63% | -1.16%+11.8pp | 718.30%-707.7pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,733 | $2,076+79.8% | $2,800+33.3% | $2,381+56.8% |
| Participant deferral / active EE | $2,022 | $2,821-28.3% | $3,704-45.4% | $3,470-41.7% |
| Admin fee / account holder | $8,676 | $3,839+126.0% | $5,104+70.0% | $4,887+77.5% |