Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,745 | $97,125-75.6% | $86,233-72.5% | $137,256-82.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 16.44% | 74.19%-57.7pp | 61.39%-44.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,397 | $2,841-15.6% | $2,504-4.3% | $4,156-42.3% |
| Participant deferral / active EE | $7,161 | $5,180+38.3% | $4,559+57.1% | $6,407+11.8% |
| Admin fee / account holder | $383 | $9,725-96.1% | $8,342-95.4% | $12,270-96.9% |