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 | $39,214 | $140,592-72.1% | $123,105-68.1% | $125,389-68.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.42% | 16.80%-11.4pp | 13.22%-7.8pp | 282.24%-276.8pp |
| Employer contribution / active EE | $4,545 | $6,041-24.8% | $5,151-11.8% | $4,866-6.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,362 | $11,198-87.8% | $9,014-84.9% | $9,541-85.7% |