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 | $52,707 | $29,670+77.6% | $56,054-6.0% | $80,911-34.9% |
| Participation rate | 96.4% | 41.7%+54.8pp | 52.5%+43.9pp | 67.6%+28.8pp |
| Annual return | 29.08% | 35.24%-6.2pp | 1705.95%-1676.9pp | 35.63%-6.5pp |
| Employer contribution / active EE | $3,637 | $670+443.1% | $1,039+250.1% | $2,756+32.0% |
| Participant deferral / active EE | $2,078 | $1,227+69.4% | $1,952+6.4% | $4,297-51.6% |
| Admin fee / account holder | $4,931 | $2,431+102.9% | $2,822+74.7% | $6,935-28.9% |