Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,303 | $157,304-85.2% | $141,197-83.5% | $152,909-84.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.95% | 64.34%-39.4pp | 71.41%-46.5pp | 345.46%-320.5pp |
| Employer contribution / active EE | $2,989 | $5,263-43.2% | $4,736-36.9% | $4,764-37.3% |
| Participant deferral / active EE | $4,165 | $7,111-41.4% | $6,710-37.9% | $5,851-28.8% |
| Admin fee / account holder | $4,092 | $12,126-66.3% | $10,265-60.1% | $11,601-64.7% |