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 | $30,047 | $102,595-70.7% | $94,057-68.1% | $154,746-80.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 11.50% | 583.42%-571.9pp | 480.62%-469.1pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,855 | $3,147-41.0% | $2,933-36.7% | $4,379-57.6% |
| Participant deferral / active EE | $8,088 | $5,118+58.0% | $4,709+71.7% | $6,730+20.2% |
| Admin fee / account holder | $1,021 | $7,736-86.8% | $7,244-85.9% | $14,365-92.9% |