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 | $24,634 | $103,393-76.2% | $87,103-71.7% | $152,909-83.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 21.20% | 28.10%-6.9pp | 28.19%-7.0pp | 345.46%-324.3pp |
| Employer contribution / active EE | $4,095 | $3,221+27.1% | $2,521+62.4% | $4,764-14.0% |
| Participant deferral / active EE | $7,686 | $4,778+60.8% | $4,049+89.8% | $5,851+31.4% |
| Admin fee / account holder | $6,021 | $12,195-50.6% | $7,491-19.6% | $11,601-48.1% |