Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,038 | $185,883-59.1% | $170,043-55.3% | $139,466-45.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.70% | 60.54%-41.8pp | 53.40%-34.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $19,231 | $7,596+153.2% | $6,790+183.2% | $4,754+304.5% |
| Participant deferral / active EE | $18,385 | $11,626+58.1% | $10,410+76.6% | $6,712+173.9% |
| Admin fee / account holder | $1,883 | $15,393-87.8% | $12,824-85.3% | $11,409-83.5% |