Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,631 | $152,394-85.8% | $124,067-82.6% | $155,188-86.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 18.83% | 34.93%-16.1pp | 31.06%-12.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,782 | $2,398+16.0% | $2,166+28.4% | $4,248-34.5% |
| Participant deferral / active EE | $4,014 | $3,823+5.0% | $3,463+15.9% | $6,531-38.5% |
| Admin fee / account holder | $5,666 | $6,949-18.5% | $7,351-22.9% | $14,480-60.9% |