Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,745 | $101,618-85.5% | $93,063-84.2% | $137,256-89.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 19.36% | 223.95%-204.6pp | 34.15%-14.8pp | 220.34%-201.0pp |
| Employer contribution / active EE | $832 | $2,707-69.3% | $2,476-66.4% | $4,156-80.0% |
| Participant deferral / active EE | $1,991 | $4,279-53.5% | $3,958-49.7% | $6,407-68.9% |
| Admin fee / account holder | $872 | $6,198-85.9% | $6,033-85.5% | $12,270-92.9% |