Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,079 | $102,385-56.0% | $147,080-69.4% | $80,935-44.3% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 30.54% | 135.09%-104.6pp | 420.17%-389.6pp | 35.66%-5.1pp |
| Employer contribution / active EE | $4,916 | $3,717+32.3% | $4,933-0.4% | $2,757+78.3% |
| Participant deferral / active EE | $10,341 | $6,651+55.5% | $8,066+28.2% | $4,299+140.5% |
| Admin fee / account holder | $9,244 | $7,951+16.3% | $12,989-28.8% | $6,924+33.5% |