Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,388 | $141,004-66.4% | $112,273-57.8% | $139,466-66.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.41% | 32.75%-2.3pp | 30.23%+0.2pp | 373.66%-343.3pp |
| Employer contribution / active EE | $3,026 | $4,285-29.4% | $3,431-11.8% | $4,754-36.4% |
| Participant deferral / active EE | $19,666 | $5,878+234.6% | $4,800+309.7% | $6,712+193.0% |
| Admin fee / account holder | $304 | $9,959-96.9% | $7,752-96.1% | $11,409-97.3% |