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 | $57,991 | $103,392-43.9% | $87,104-33.4% | $152,897-62.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.79% | 28.10%-4.3pp | 28.19%-4.4pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,475 | $3,221-54.2% | $2,521-41.5% | $4,764-69.0% |
| Participant deferral / active EE | $4,804 | $4,778+0.5% | $4,048+18.7% | $5,851-17.9% |
| Admin fee / account holder | $4,638 | $12,194-62.0% | $7,491-38.1% | $11,599-60.0% |