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 | $15,149 | $90,486-83.3% | $78,676-80.7% | $273,972-94.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.22% | 75.62%-64.4pp | 62.19%-51.0pp | 41.46%-30.2pp |
| Employer contribution / active EE | $3,522 | $3,175+10.9% | $2,850+23.6% | $4,869-27.7% |
| Participant deferral / active EE | $7,688 | $3,901+97.0% | $3,517+118.6% | $5,287+45.4% |
| Admin fee / account holder | $44,838 | $5,263+751.9% | $4,510+894.2% | $10,133+342.5% |