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 | $38,213 | $113,941-66.5% | $94,228-59.4% | $125,388-69.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 18.87% | 5.29%+13.6pp | 10.68%+8.2pp | 282.24%-263.4pp |
| Employer contribution / active EE | $2,314 | $4,727-51.0% | $3,587-35.5% | $4,866-52.4% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,163 | $8,392-62.3% | $6,269-49.6% | $9,541-66.9% |