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 | $73,106 | $56,134+30.2% | $96,192-24.0% | $85,851-14.8% |
| Participation rate | 79.5% | 56.7%+22.8pp | 68.4%+11.1pp | 69.3%+10.2pp |
| Annual return | 14.83% | 42.30%-27.5pp | 192.09%-177.3pp | 318.63%-303.8pp |
| Employer contribution / active EE | $534 | $1,620-67.0% | $2,799-80.9% | $2,565-79.2% |
| Participant deferral / active EE | $4,432 | $2,858+55.1% | $4,351+1.9% | $3,952+12.1% |
| Admin fee / account holder | $7,964 | $3,769+111.3% | $5,539+43.8% | $6,261+27.2% |