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 | $65,236 | $85,060-23.3% | $70,548-7.5% | $139,456-53.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.18% | 30.38%-12.2pp | 32.78%-14.6pp | 373.45%-355.3pp |
| Employer contribution / active EE | $2,344 | $3,911-40.1% | $2,975-21.2% | $4,753-50.7% |
| Participant deferral / active EE | $6,873 | $5,890+16.7% | $4,567+50.5% | $6,711+2.4% |
| Admin fee / account holder | $951 | $8,925-89.4% | $6,424-85.2% | $11,407-91.7% |