Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,488 | $88,754-84.8% | $81,820-83.5% | $145,877-90.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.61% | 1031.77%-1019.2pp | 777.93%-765.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,305 | $3,085-25.3% | $2,915-20.9% | $4,663-50.6% |
| Participant deferral / active EE | $2,760 | $4,648-40.6% | $4,323-36.2% | $6,691-58.7% |
| Admin fee / account holder | $3,674 | $8,424-56.4% | $7,391-50.3% | $13,402-72.6% |