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 | $22,262 | $57,330-61.2% | $86,656-74.3% | $75,177-70.4% |
| Participation rate | 76.9% | 63.2%+13.7pp | 71.7%+5.2pp | 67.2%+9.7pp |
| Annual return | 16.55% | 2675.40%-2658.8pp | 593.09%-576.5pp | 160.75%-144.2pp |
| Employer contribution / active EE | $1,077 | $2,316-53.5% | $3,025-64.4% | $2,671-59.7% |
| Participant deferral / active EE | $1,383 | $3,320-58.3% | $4,439-68.8% | $4,126-66.5% |
| Admin fee / account holder | $3,639 | $4,115-11.6% | $5,619-35.2% | $5,651-35.6% |