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 | $31,285 | $77,523-59.6% | $100,383-68.8% | $80,874-61.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.62% | 37.21%-21.6pp | 49.26%-33.6pp | 35.62%-20.0pp |
| Employer contribution / active EE | $2,770 | $2,801-1.1% | $3,944-29.8% | $2,756+0.5% |
| Participant deferral / active EE | $0 | $6,822-100.0% | $8,086-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,807 | $5,899-69.4% | $7,900-77.1% | $6,935-73.9% |