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 | $46,357 | $87,132-46.8% | $105,624-56.1% | $80,959-42.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 16.98% | 17.03%0pp | 116.20%-99.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $3,933 | $2,397+64.1% | $3,168+24.2% | $2,757+42.7% |
| Participant deferral / active EE | $5,218 | $3,985+30.9% | $5,013+4.1% | $4,300+21.3% |
| Admin fee / account holder | $422 | $8,449-95.0% | $10,961-96.2% | $6,925-93.9% |