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 | $38,579 | $45,152-14.6% | $73,845-47.8% | $59,632-35.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 0.60% | 27.40%-26.8pp | 2267.91%-2267.3pp | 2041.32%-2040.7pp |
| Employer contribution / active EE | $1,415 | $1,902-25.6% | $2,788-49.2% | $2,203-35.8% |
| Participant deferral / active EE | $5,028 | $2,574+95.3% | $3,583+40.3% | $3,192+57.5% |
| Admin fee / account holder | $888 | $3,516-74.7% | $4,881-81.8% | $4,297-79.3% |