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 | $28,446 | $73,518-61.3% | $63,005-54.9% | $147,585-80.7% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.8%-1.1pp | 82.8%-9.1pp |
| Annual return | 18.57% | 175.46%-156.9pp | 87.59%-69.0pp | 578.58%-560.0pp |
| Employer contribution / active EE | $809 | $3,322-75.6% | $2,760-70.7% | $4,876-83.4% |
| Participant deferral / active EE | $1,216 | $4,183-70.9% | $3,329-63.5% | $5,439-77.6% |
| Admin fee / account holder | $9,664 | $5,952+62.4% | $3,599+168.5% | $10,886-11.2% |