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 | $28,773 | $75,962-62.1% | $154,111-81.3% | $64,173-55.2% |
| Participation rate | 82.9% | 70.4%+12.5pp | 83.0%-0.1pp | 69.6%+13.4pp |
| Annual return | 6.39% | 30.32%-23.9pp | 735.18%-728.8pp | 7.63%-1.2pp |
| Employer contribution / active EE | $2,607 | $3,350-22.2% | $5,298-50.8% | $2,381+9.5% |
| Participant deferral / active EE | $1,123 | $3,175-64.6% | $5,081-77.9% | $3,470-67.6% |
| Admin fee / account holder | $941 | $5,589-83.2% | $13,411-93.0% | $4,887-80.7% |