Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,572 | $138,102-86.6% | $125,381-85.2% | $134,532-86.2% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | 1.84% | 750.73%-748.9pp | 572.31%-570.5pp | 418.27%-416.4pp |
| Employer contribution / active EE | $2,021 | $5,245-61.5% | $4,815-58.0% | $4,741-57.4% |
| Participant deferral / active EE | $4,206 | $7,801-46.1% | $7,448-43.5% | $6,401-34.3% |
| Admin fee / account holder | $1,567 | $11,568-86.5% | $10,007-84.3% | $11,429-86.3% |