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 | $36,034 | $102,595-64.9% | $94,057-61.7% | $154,746-76.7% |
| Participation rate | 70.6% | 76.0%-5.4pp | 73.3%-2.8pp | 80.7%-10.1pp |
| Annual return | 14.41% | 583.42%-569.0pp | 480.62%-466.2pp | 172.34%-157.9pp |
| Employer contribution / active EE | $949 | $3,147-69.9% | $2,933-67.7% | $4,379-78.3% |
| Participant deferral / active EE | $1,724 | $5,118-66.3% | $4,709-63.4% | $6,730-74.4% |
| Admin fee / account holder | $382 | $7,736-95.1% | $7,244-94.7% | $14,365-97.3% |