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 | $32,137 | $88,702-63.8% | $81,780-60.7% | $145,978-78.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.08% | 1029.12%-1014.0pp | 776.27%-761.2pp | 550.52%-535.4pp |
| Employer contribution / active EE | $399 | $3,084-87.1% | $2,914-86.3% | $4,662-91.4% |
| Participant deferral / active EE | $797 | $4,645-82.8% | $4,321-81.6% | $6,690-88.1% |
| Admin fee / account holder | $19,004 | $8,414+125.9% | $7,384+157.4% | $13,400+41.8% |