Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,234 | $96,678-68.7% | $86,640-65.1% | $139,466-78.3% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 17.12% | 106.69%-89.6pp | 592.52%-575.4pp | 373.66%-356.5pp |
| Employer contribution / active EE | $1,939 | $3,265-40.6% | $3,024-35.9% | $4,754-59.2% |
| Participant deferral / active EE | $8,408 | $4,837+73.8% | $4,438+89.4% | $6,712+25.3% |
| Admin fee / account holder | $2,581 | $6,410-59.7% | $5,616-54.0% | $11,409-77.4% |