Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,041 | $110,801-81.9% | $86,615-76.9% | $167,536-88.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 71.6%+3.4pp | 82.1%-7.1pp |
| Annual return | 25.33% | 116.96%-91.6pp | 63.51%-38.2pp | 478.82%-453.5pp |
| Employer contribution / active EE | $544 | $3,245-83.2% | $2,496-78.2% | $4,839-88.8% |
| Participant deferral / active EE | $1,080 | $4,547-76.2% | $3,699-70.8% | $6,342-83.0% |
| Admin fee / account holder | $560 | $8,417-93.3% | $5,830-90.4% | $12,315-95.5% |