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 | $16,886 | $53,128-68.2% | $86,582-80.5% | $70,126-75.9% |
| Participation rate | 98.3% | 65.3%+33.0pp | 73.5%+24.8pp | 69.5%+28.8pp |
| Annual return | 23.60% | 27.66%-4.1pp | 965.08%-941.5pp | 73.15%-49.6pp |
| Employer contribution / active EE | $3,518 | $2,068+70.1% | $2,839+23.9% | $2,343+50.2% |
| Participant deferral / active EE | $4,256 | $2,695+57.9% | $3,609+17.9% | $3,332+27.7% |
| Admin fee / account holder | $680 | $3,584-81.0% | $4,904-86.1% | $4,645-85.4% |