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 | $48,990 | $55,437-11.6% | $155,534-68.5% | $74,459-34.2% |
| Participation rate | 85.6% | 61.9%+23.7pp | 78.2%+7.4pp | 67.2%+18.4pp |
| Annual return | 35.18% | 269.58%-234.4pp | 64.92%-29.7pp | 1369.70%-1334.5pp |
| Employer contribution / active EE | $3,531 | $2,266+55.8% | $4,675-24.5% | $2,626+34.5% |
| Participant deferral / active EE | $6,322 | $2,837+122.8% | $5,630+12.3% | $4,350+45.3% |
| Admin fee / account holder | $1,396 | $1,742-19.9% | $15,900-91.2% | $1,945-28.2% |