Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,904 | $102,635-86.5% | $86,209-83.9% | $139,456-90.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.01% | 1923.53%-1905.5pp | 1169.05%-1151.0pp | 373.45%-355.4pp |
| Employer contribution / active EE | $4,386 | $3,034+44.6% | $2,381+84.2% | $4,753-7.7% |
| Participant deferral / active EE | $3,202 | $4,677-31.6% | $3,986-19.7% | $6,711-52.3% |
| Admin fee / account holder | $529 | $8,661-93.9% | $6,853-92.3% | $11,407-95.4% |