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 | $18,871 | $48,078-60.7% | $78,676-76.0% | $62,881-70.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.41% | 31.36%-23.9pp | 62.19%-54.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,694 | $2,015+83.4% | $2,850+29.6% | $2,281+62.0% |
| Participant deferral / active EE | $1,168 | $2,587-54.9% | $3,517-66.8% | $3,203-63.5% |
| Admin fee / account holder | $1,030 | $3,206-67.9% | $4,510-77.2% | $4,296-76.0% |