Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,491 | $97,125-86.1% | $86,233-84.4% | $137,256-90.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 25.50% | 74.19%-48.7pp | 61.39%-35.9pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,906 | $2,841-32.9% | $2,504-23.9% | $4,156-54.1% |
| Participant deferral / active EE | $3,809 | $5,180-26.5% | $4,559-16.5% | $6,407-40.6% |
| Admin fee / account holder | $2,019 | $9,725-79.2% | $8,342-75.8% | $12,270-83.5% |