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 | $64,873 | $54,757+18.5% | $90,304-28.2% | $72,975-11.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.16% | 30.63%-9.5pp | 78.13%-57.0pp | 81.01%-59.9pp |
| Employer contribution / active EE | $9,730 | $2,093+364.8% | $2,855+240.8% | $2,440+298.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,703 | $3,973-57.1% | $5,354-68.2% | $5,124-66.8% |