Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $30,720 | $185,883-83.5% | $170,043-81.9% | $139,466-78.0% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 27.71% | 60.54%-32.8pp | 53.40%-25.7pp | 373.66%-346.0pp |
| Employer contribution / active EE | $4,106 | $7,596-45.9% | $6,790-39.5% | $4,754-13.6% |
| Participant deferral / active EE | $9,060 | $11,626-22.1% | $10,410-13.0% | $6,712+35.0% |
| Admin fee / account holder | $1,142 | $15,393-92.6% | $12,824-91.1% | $11,409-90.0% |