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 | $65,427 | $232,540-71.9% | $185,117-64.7% | $147,586-55.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.05% | 43.03%-27.0pp | 40.50%-24.5pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,083 | $5,195-59.9% | $4,182-50.2% | $4,876-57.3% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $787 | $10,275-92.3% | $8,159-90.4% | $10,886-92.8% |