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 | $34,954 | $175,259-80.1% | $149,723-76.7% | $139,487-74.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.13% | 166.82%-147.7pp | 134.50%-115.4pp | 373.84%-354.7pp |
| Employer contribution / active EE | $2,744 | $5,478-49.9% | $4,821-43.1% | $4,755-42.3% |
| Participant deferral / active EE | $9,793 | $6,522+50.2% | $5,682+72.3% | $6,713+45.9% |
| Admin fee / account holder | $819 | $16,158-94.9% | $13,215-93.8% | $11,407-92.8% |