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 | $20,191 | $61,125-67.0% | $94,057-78.5% | $87,485-76.9% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 15.14% | 35.20%-20.1pp | 480.62%-465.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,610 | $2,136+22.2% | $2,933-11.0% | $2,596+0.5% |
| Participant deferral / active EE | $1,402 | $3,260-57.0% | $4,709-70.2% | $4,274-67.2% |
| Admin fee / account holder | $1,697 | $5,629-69.9% | $7,244-76.6% | $7,775-78.2% |