Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,872 | $65,555-68.2% | $86,216-75.8% | $75,173-72.2% |
| Participation rate | 91.2% | 60.5%+30.7pp | 69.0%+22.2pp | 67.2%+24.0pp |
| Annual return | 29.84% | 46.07%-16.2pp | 1169.42%-1139.6pp | 160.72%-130.9pp |
| Employer contribution / active EE | $3,627 | $1,553+133.5% | $2,382+52.3% | $2,671+35.8% |
| Participant deferral / active EE | $7,095 | $3,023+134.7% | $3,986+78.0% | $4,126+71.9% |
| Admin fee / account holder | $878 | $5,469-84.0% | $6,853-87.2% | $5,651-84.5% |