Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $25,083 | $56,060-55.3% | $76,002-67.0% | $80,874-69.0% |
| Participation rate | 81.1% | 62.0%+19.1pp | 69.1%+12.1pp | 67.6%+13.5pp |
| Annual return | 10.38% | 20.54%-10.2pp | 360.07%-349.7pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,904 | $1,873+108.4% | $2,688+45.2% | $2,756+41.7% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,612 | $5,237+26.3% | $6,414+3.1% | $6,935-4.7% |