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 | $33,250 | $52,678-36.9% | $75,784-56.1% | $59,633-44.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 24.68% | 2.95%+21.7pp | 9.68%+15.0pp | 2041.45%-2016.8pp |
| Employer contribution / active EE | $2,941 | $2,193+34.1% | $3,323-11.5% | $2,203+33.5% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,652-100.0% | $3,192-100.0% |
| Admin fee / account holder | $520 | $3,610-85.6% | $5,300-90.2% | $4,297-87.9% |