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 | $79,348 | $107,030-25.9% | $73,550+7.9% | $147,586-46.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 20.17% | 38.25%-18.1pp | -15.16%+35.3pp | 578.59%-558.4pp |
| Employer contribution / active EE | $22,271 | $1,760+1165.1% | $1,219+1726.7% | $4,876+356.7% |
| Participant deferral / active EE | $18,000 | $2,458+632.3% | $1,804+897.7% | $5,439+231.0% |
| Admin fee / account holder | $406 | $3,055-86.7% | $2,320-82.5% | $10,886-96.3% |