Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,080 | $149,040-95.2% | $120,225-94.1% | $137,256-94.8% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 23.72% | 605.68%-582.0pp | 439.23%-415.5pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,484 | $4,350-65.9% | $3,475-57.3% | $4,156-64.3% |
| Participant deferral / active EE | $1,198 | $4,655-74.3% | $3,999-70.0% | $6,407-81.3% |
| Admin fee / account holder | $597 | $6,348-90.6% | $5,696-89.5% | $12,270-95.1% |