Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $47,528 | $124,346-61.8% | $111,308-57.3% | $167,536-71.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 23.99% | 37.45%-13.5pp | 54.67%-30.7pp | 478.82%-454.8pp |
| Employer contribution / active EE | $1,393 | $3,437-59.5% | $2,732-49.0% | $4,839-71.2% |
| Participant deferral / active EE | $11,218 | $5,182+116.5% | $4,487+150.0% | $6,342+76.9% |
| Admin fee / account holder | $2,250 | $10,621-78.8% | $7,965-71.7% | $12,315-81.7% |