Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,952 | $132,634-71.4% | $115,768-67.2% | $137,256-72.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.51% | 160.70%-147.2pp | 100.46%-87.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,436 | $3,360-57.3% | $2,940-51.2% | $4,156-65.5% |
| Participant deferral / active EE | $4,585 | $5,619-18.4% | $4,917-6.7% | $6,407-28.4% |
| Admin fee / account holder | $1,247 | $15,028-91.7% | $12,439-90.0% | $12,270-89.8% |