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 | $41,593 | $78,682-47.1% | $109,188-61.9% | $85,851-51.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.40% | 25.09%-10.7pp | 25.76%-11.4pp | 318.63%-304.2pp |
| Employer contribution / active EE | $2,330 | $2,734-14.8% | $3,723-37.4% | $2,565-9.2% |
| Participant deferral / active EE | $2,134 | $3,468-38.5% | $4,654-54.2% | $3,952-46.0% |
| Admin fee / account holder | $2,579 | $5,470-52.8% | $6,755-61.8% | $6,261-58.8% |