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 | $17,306 | $29,319-41.0% | $52,425-67.0% | $82,448-79.0% |
| Participation rate | 79.4% | 46.9%+32.6pp | 55.6%+23.8pp | 68.1%+11.3pp |
| Annual return | 25.94% | 535.20%-509.3pp | 302.12%-276.2pp | 41.64%-15.7pp |
| Employer contribution / active EE | $786 | $586+34.0% | $914-14.1% | $2,551-69.2% |
| Participant deferral / active EE | $2,461 | $1,171+110.1% | $1,790+37.4% | $4,139-40.6% |
| Admin fee / account holder | $477 | $1,962-75.7% | $2,495-80.9% | $7,234-93.4% |