Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $65,101 | $85,766-24.1% | $136,298-52.2% | $70,126-7.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.86% | 31.46%-10.6pp | 5156.27%-5135.4pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,542 | $2,966-48.0% | $4,696-67.2% | $2,343-34.2% |
| Participant deferral / active EE | $2,267 | $5,051-55.1% | $6,247-63.7% | $3,332-32.0% |
| Admin fee / account holder | $706 | $5,421-87.0% | $9,244-92.4% | $4,645-84.8% |