Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,972 | $57,590-74.0% | $86,233-82.6% | $82,448-81.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 31.74% | 22.41%+9.3pp | 61.39%-29.6pp | 41.64%-9.9pp |
| Employer contribution / active EE | $1,922 | $1,655+16.1% | $2,504-23.3% | $2,551-24.7% |
| Participant deferral / active EE | $3,640 | $3,080+18.2% | $4,559-20.2% | $4,139-12.1% |
| Admin fee / account holder | $3,392 | $4,730-28.3% | $8,342-59.3% | $7,234-53.1% |