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 | $42,620 | $100,805-57.7% | $86,698-50.8% | $134,532-68.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 40.78% | 29.09%+11.7pp | 35.95%+4.8pp | 418.27%-377.5pp |
| Employer contribution / active EE | $5,637 | $3,490+61.5% | $2,837+98.7% | $4,741+18.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,212 | $10,925-61.4% | $7,493-43.8% | $11,429-63.1% |