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 | $26,523 | $77,901-66.0% | $149,717-82.3% | $75,181-64.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.98% | 31.73%-11.8pp | 134.41%-114.4pp | 160.69%-140.7pp |
| Employer contribution / active EE | $3,131 | $3,137-0.2% | $4,820-35.0% | $2,671+17.3% |
| Participant deferral / active EE | $2,612 | $3,411-23.4% | $5,682-54.0% | $4,126-36.7% |
| Admin fee / account holder | $621 | $5,949-89.6% | $13,213-95.3% | $5,650-89.0% |