Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,763 | $110,337-57.6% | $102,383-54.3% | $145,877-67.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.09% | 24.83%-4.7pp | 24.94%-4.8pp | 551.28%-531.2pp |
| Employer contribution / active EE | $2,043 | $4,216-51.5% | $3,870-47.2% | $4,663-56.2% |
| Participant deferral / active EE | $8,451 | $5,621+50.4% | $5,060+67.0% | $6,691+26.3% |
| Admin fee / account holder | $9,025 | $9,750-7.4% | $8,391+7.6% | $13,402-32.7% |