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 | $27,460 | $105,145-73.9% | $94,664-71.0% | $139,466-80.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 22.33% | 38.09%-15.8pp | 156.84%-134.5pp | 373.66%-351.3pp |
| Employer contribution / active EE | $5,548 | $4,107+35.1% | $3,673+51.0% | $4,754+16.7% |
| Participant deferral / active EE | $13,147 | $7,599+73.0% | $7,417+77.3% | $6,712+95.9% |
| Admin fee / account holder | $337 | $8,972-96.2% | $7,222-95.3% | $11,409-97.0% |