Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,429 | $95,867-84.9% | $79,551-81.9% | $134,493-89.3% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.9pp | 81.2%+12.1pp |
| Annual return | 6.63% | -2.73%+9.4pp | 0.14%+6.5pp | 418.01%-411.4pp |
| Employer contribution / active EE | $4,522 | $3,128+44.6% | $2,413+87.4% | $4,740-4.6% |
| Participant deferral / active EE | $6,630 | $4,692+41.3% | $3,985+66.4% | $6,400+3.6% |
| Admin fee / account holder | $465 | $9,127-94.9% | $6,833-93.2% | $11,425-95.9% |