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 | $36,825 | $183,516-79.9% | $155,534-76.3% | $145,884-74.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.52% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,392 | $5,315-73.8% | $4,675-70.2% | $4,662-70.2% |
| Participant deferral / active EE | $4,968 | $6,467-23.2% | $5,630-11.8% | $6,690-25.7% |
| Admin fee / account holder | $6,486 | $19,293-66.4% | $15,900-59.2% | $13,392-51.6% |