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 | $38,235 | $197,637-80.7% | $177,848-78.5% | $158,982-75.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.93% | 58.77%-42.8pp | 48.33%-32.4pp | 302.99%-287.1pp |
| Employer contribution / active EE | $2,400 | $6,698-64.2% | $5,919-59.5% | $4,763-49.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $339 | $15,406-97.8% | $12,431-97.3% | $11,252-97.0% |