Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,349 | $185,883-83.7% | $170,043-82.2% | $139,466-78.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.77% | 60.54%-39.8pp | 53.40%-32.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,933 | $7,596-61.4% | $6,790-56.8% | $4,754-38.3% |
| Participant deferral / active EE | $11,165 | $11,626-4.0% | $10,410+7.2% | $6,712+66.3% |
| Admin fee / account holder | $8,088 | $15,393-47.5% | $12,824-36.9% | $11,409-29.1% |