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 | $14,386 | $100,073-85.6% | $85,126-83.1% | $145,877-90.1% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 11.45% | 84.11%-72.7pp | 66.63%-55.2pp | 551.28%-539.8pp |
| Employer contribution / active EE | $975 | $3,236-69.9% | $2,731-64.3% | $4,663-79.1% |
| Participant deferral / active EE | $3,245 | $5,294-38.7% | $4,523-28.3% | $6,691-51.5% |
| Admin fee / account holder | $317 | $7,261-95.6% | $6,160-94.9% | $13,402-97.6% |