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 | $34,605 | $75,962-54.4% | $154,111-77.5% | $64,173-46.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.31% | 30.32%-24.0pp | 735.18%-728.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $1,800 | $3,350-46.3% | $5,298-66.0% | $2,381-24.4% |
| Participant deferral / active EE | $1,702 | $3,175-46.4% | $5,081-66.5% | $3,470-50.9% |
| Admin fee / account holder | $4,233 | $5,589-24.3% | $13,411-68.4% | $4,887-13.4% |