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 | $56,285 | $102,422-45.0% | $147,117-61.7% | $80,959-30.5% |
| Participation rate | 81.4% | 75.9%+5.6pp | 82.2%-0.7pp | 67.7%+13.8pp |
| Annual return | 14.47% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $4,551 | $3,717+22.4% | $4,932-7.7% | $2,757+65.0% |
| Participant deferral / active EE | $6,662 | $6,652+0.1% | $8,065-17.4% | $4,300+54.9% |
| Admin fee / account holder | $2,761 | $7,953-65.3% | $12,993-78.7% | $6,925-60.1% |