Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,338 | $111,830-53.2% | $93,696-44.1% | $145,884-64.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.93% | 204.08%-189.1pp | 133.74%-118.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,789 | $3,093-42.2% | $2,422-26.1% | $4,662-61.6% |
| Participant deferral / active EE | $4,050 | $4,920-17.7% | $4,417-8.3% | $6,690-39.5% |
| Admin fee / account holder | $661 | $10,249-93.5% | $8,287-92.0% | $13,392-95.1% |