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 | $25,620 | $178,174-85.6% | $156,181-83.6% | $137,256-81.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.10% | 84.19%-73.1pp | 64.87%-53.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,690 | $4,972-66.0% | $4,294-60.6% | $4,156-59.3% |
| Participant deferral / active EE | $4,538 | $6,888-34.1% | $6,132-26.0% | $6,407-29.2% |
| Admin fee / account holder | $680 | $17,404-96.1% | $14,586-95.3% | $12,270-94.5% |