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 | $56,822 | $89,364-36.4% | $141,177-59.8% | $72,983-22.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.49% | 111.86%-88.4pp | 71.40%-47.9pp | 81.01%-57.5pp |
| Employer contribution / active EE | $9,049 | $3,115+190.5% | $4,736+91.1% | $2,440+270.9% |
| Participant deferral / active EE | $12,516 | $5,419+131.0% | $6,710+86.5% | $3,608+246.9% |
| Admin fee / account holder | $1,062 | $5,959-82.2% | $10,263-89.7% | $5,124-79.3% |