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 | $40,481 | $183,516-77.9% | $155,534-74.0% | $145,884-72.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.96% | 61.43%-47.5pp | 64.92%-51.0pp | 551.85%-537.9pp |
| Employer contribution / active EE | $2,357 | $5,315-55.7% | $4,675-49.6% | $4,662-49.4% |
| Participant deferral / active EE | $3,052 | $6,467-52.8% | $5,630-45.8% | $6,690-54.4% |
| Admin fee / account holder | $41,496 | $19,293+115.1% | $15,900+161.0% | $13,392+209.9% |