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 | $5,929 | $97,125-93.9% | $86,233-93.1% | $137,256-95.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.81% | 74.19%-55.4pp | 61.39%-42.6pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,380 | $2,841-51.4% | $2,504-44.9% | $4,156-66.8% |
| Participant deferral / active EE | $2,559 | $5,180-50.6% | $4,559-43.9% | $6,407-60.1% |
| Admin fee / account holder | $1,948 | $9,725-80.0% | $8,342-76.6% | $12,270-84.1% |