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 | $52,035 | $125,778-58.6% | $114,563-54.6% | $154,746-66.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.30% | 295.14%-273.8pp | 241.09%-219.8pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,567 | $2,806-8.5% | $2,592-1.0% | $4,379-41.4% |
| Participant deferral / active EE | $8,030 | $4,445+80.7% | $4,142+93.9% | $6,730+19.3% |
| Admin fee / account holder | $361 | $8,190-95.6% | $7,623-95.3% | $14,365-97.5% |