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 | $27,770 | $154,228-82.0% | $145,433-80.9% | $137,256-79.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.16% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $9,985 | $4,804+107.8% | $4,554+119.2% | $4,156+140.2% |
| Participant deferral / active EE | $17,056 | $8,216+107.6% | $7,897+116.0% | $6,407+166.2% |
| Admin fee / account holder | $5,854 | $14,344-59.2% | $13,129-55.4% | $12,270-52.3% |