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 | $43,675 | $109,872-60.2% | $98,483-55.7% | $167,536-73.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.30% | 1959.31%-1946.0pp | 1494.38%-1481.1pp | 478.82%-465.5pp |
| Employer contribution / active EE | $1,753 | $3,225-45.6% | $2,961-40.8% | $4,839-63.8% |
| Participant deferral / active EE | $4,469 | $4,673-4.4% | $4,276+4.5% | $6,342-29.5% |
| Admin fee / account holder | $1,615 | $6,757-76.1% | $5,953-72.9% | $12,315-86.9% |