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 | $25,438 | $108,882-76.6% | $96,754-73.7% | $154,746-83.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 26.06% | 98.39%-72.3pp | 82.04%-56.0pp | 172.34%-146.3pp |
| Employer contribution / active EE | $3,621 | $3,018+20.0% | $2,679+35.2% | $4,379-17.3% |
| Participant deferral / active EE | $11,841 | $5,323+122.5% | $4,758+148.9% | $6,730+75.9% |
| Admin fee / account holder | $3,383 | $10,200-66.8% | $8,905-62.0% | $14,365-76.5% |