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 | $27,776 | $112,729-75.4% | $98,716-71.9% | $137,256-79.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.76% | 38.48%-17.7pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,297 | $2,725+57.7% | $2,279+88.6% | $4,156+3.4% |
| Participant deferral / active EE | $4,365 | $4,640-5.9% | $4,048+7.8% | $6,407-31.9% |
| Admin fee / account holder | $4,875 | $10,129-51.9% | $8,703-44.0% | $12,270-60.3% |