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 | $31,409 | $104,937-70.1% | $84,628-62.9% | $152,897-79.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.23% | 373.88%-352.6pp | 258.80%-237.6pp | 345.43%-324.2pp |
| Employer contribution / active EE | $2,110 | $3,303-36.1% | $2,653-20.5% | $4,764-55.7% |
| Participant deferral / active EE | $3,407 | $4,690-27.4% | $3,900-12.6% | $5,851-41.8% |
| Admin fee / account holder | $652 | $6,243-89.6% | $4,914-86.7% | $11,599-94.4% |