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 | $38,502 | $65,034-40.8% | $90,970-57.7% | $79,856-51.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 13.63% | 30.45%-16.8pp | 134.60%-121.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,604 | $1,247+189.0% | $2,122+69.9% | $2,471+45.9% |
| Participant deferral / active EE | $2,430 | $2,512-3.3% | $3,373-27.9% | $3,741-35.0% |
| Admin fee / account holder | $977 | $4,536-78.5% | $5,961-83.6% | $5,306-81.6% |