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 | $46,946 | $53,128-11.6% | $86,582-45.8% | $70,126-33.1% |
| Participation rate | 97.7% | 65.3%+32.4pp | 73.5%+24.2pp | 69.5%+28.2pp |
| Annual return | 19.69% | 27.66%-8.0pp | 965.08%-945.4pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,685 | $2,068-18.5% | $2,839-40.7% | $2,343-28.1% |
| Participant deferral / active EE | $5,733 | $2,695+112.7% | $3,609+58.9% | $3,332+72.1% |
| Admin fee / account holder | $391 | $3,584-89.1% | $4,904-92.0% | $4,645-91.6% |