Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,577 | $124,425-73.8% | $112,040-70.9% | $137,256-76.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.20% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,341 | $3,411-60.7% | $2,954-54.6% | $4,156-67.7% |
| Participant deferral / active EE | $3,910 | $5,718-31.6% | $5,098-23.3% | $6,407-39.0% |
| Admin fee / account holder | $554 | $15,207-96.4% | $12,098-95.4% | $12,270-95.5% |