Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,039 | $100,262-76.0% | $81,370-70.5% | $145,897-83.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.22% | 34.52%-22.3pp | 24.85%-12.6pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,877 | $2,979-37.0% | $2,464-23.8% | $4,663-59.7% |
| Participant deferral / active EE | $3,322 | $4,612-28.0% | $3,885-14.5% | $6,689-50.3% |
| Admin fee / account holder | $1,874 | $8,163-77.0% | $5,749-67.4% | $13,390-86.0% |