Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,856 | $90,486-56.0% | $78,676-49.3% | $273,972-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.62% | 75.62%-67.0pp | 62.19%-53.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $11,733 | $3,175+269.5% | $2,850+311.7% | $4,869+141.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $16,949 | $5,263+222.0% | $4,510+275.8% | $10,133+67.3% |