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 | $30,242 | $97,125-68.9% | $86,233-64.9% | $137,256-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.61% | 74.19%-57.6pp | 61.39%-44.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $660 | $2,841-76.8% | $2,504-73.6% | $4,156-84.1% |
| Participant deferral / active EE | $3,675 | $5,180-29.0% | $4,559-19.4% | $6,407-42.6% |
| Admin fee / account holder | $454 | $9,725-95.3% | $8,342-94.6% | $12,270-96.3% |