Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $21,151 | $115,917-81.8% | $100,535-79.0% | $158,982-86.7% |
| Participation rate | 88.9% | 81.6%+7.3pp | 79.4%+9.5pp | 82.0%+6.9pp |
| Annual return | 23.62% | 34.80%-11.2pp | 30.90%-7.3pp | 302.99%-279.4pp |
| Employer contribution / active EE | $1,377 | $4,105-66.5% | $3,419-59.7% | $4,763-71.1% |
| Participant deferral / active EE | $4,809 | $6,677-28.0% | $6,271-23.3% | $5,983-19.6% |
| Admin fee / account holder | $2,139 | $11,002-80.6% | $8,085-73.5% | $11,252-81.0% |