Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,689 | $148,623-84.7% | $135,974-83.3% | $139,466-83.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.57% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.1pp |
| Employer contribution / active EE | $2,300 | $5,246-56.2% | $4,859-52.7% | $4,754-51.6% |
| Participant deferral / active EE | $3,450 | $8,103-57.4% | $7,760-55.5% | $6,712-48.6% |
| Admin fee / account holder | $36,545 | $12,406+194.6% | $10,767+239.4% | $11,409+220.3% |