Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $38,403 | $166,131-76.9% | $164,975-76.7% | $145,877-73.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.57% | 100.37%-87.8pp | 70.12%-57.6pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,763 | $5,276-66.6% | $4,343-59.4% | $4,663-62.2% |
| Participant deferral / active EE | $3,525 | $6,962-49.4% | $6,033-41.6% | $6,691-47.3% |
| Admin fee / account holder | $19,350 | $16,648+16.2% | $12,688+52.5% | $13,402+44.4% |