Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,785 | $115,814-70.0% | $101,275-65.7% | $158,982-78.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 105.54% | 56.16%+49.4pp | 46.48%+59.1pp | 302.99%-197.5pp |
| Employer contribution / active EE | $4,135 | $4,176-1.0% | $3,660+13.0% | $4,763-13.2% |
| Participant deferral / active EE | $7,114 | $4,958+43.5% | $4,371+62.8% | $5,983+18.9% |
| Admin fee / account holder | $8,269 | $7,249+14.1% | $5,948+39.0% | $11,252-26.5% |