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 | $68,877 | $102,422-32.8% | $147,117-53.2% | $80,959-14.9% |
| Participation rate | 89.9% | 75.9%+14.0pp | 82.2%+7.7pp | 67.7%+22.2pp |
| Annual return | 16.37% | 135.16%-118.8pp | 420.54%-404.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,055 | $3,717-71.6% | $4,932-78.6% | $2,757-61.7% |
| Participant deferral / active EE | $7,546 | $6,652+13.4% | $8,065-6.4% | $4,300+75.5% |
| Admin fee / account holder | $11,060 | $7,953+39.1% | $12,993-14.9% | $6,925+59.7% |