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 | $27,602 | $68,097-59.5% | $62,929-56.1% | $137,256-79.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.61% | 1859.11%-1847.5pp | 1063.93%-1052.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,009 | $2,811-28.5% | $2,505-19.8% | $4,156-51.7% |
| Participant deferral / active EE | $2,083 | $4,553-54.3% | $3,888-46.4% | $6,407-67.5% |
| Admin fee / account holder | $8,215 | $6,521+26.0% | $5,065+62.2% | $12,270-33.1% |