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 | $22,115 | $183,516-87.9% | $155,534-85.8% | $145,884-84.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 38.17% | 61.43%-23.3pp | 64.92%-26.7pp | 551.85%-513.7pp |
| Employer contribution / active EE | $1,843 | $5,315-65.3% | $4,675-60.6% | $4,662-60.5% |
| Participant deferral / active EE | $6,057 | $6,467-6.3% | $5,630+7.6% | $6,690-9.5% |
| Admin fee / account holder | $9,111 | $19,293-52.8% | $15,900-42.7% | $13,392-32.0% |