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 | $17,077 | $103,038-83.4% | $90,324-81.1% | $152,909-88.8% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.5%+6.4pp |
| Annual return | 17.20% | 95.25%-78.1pp | 78.15%-61.0pp | 345.46%-328.3pp |
| Employer contribution / active EE | $3,516 | $3,141+11.9% | $2,856+23.1% | $4,764-26.2% |
| Participant deferral / active EE | $1,585 | $4,282-63.0% | $3,885-59.2% | $5,851-72.9% |
| Admin fee / account holder | $49,332 | $6,177+698.6% | $5,356+821.1% | $11,601+325.2% |