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 | $45,288 | $102,595-55.9% | $94,057-51.9% | $154,746-70.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.61% | 583.42%-566.8pp | 480.62%-464.0pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,160 | $3,147-31.4% | $2,933-26.4% | $4,379-50.7% |
| Participant deferral / active EE | $2,423 | $5,118-52.7% | $4,709-48.5% | $6,730-64.0% |
| Admin fee / account holder | $2,146 | $7,736-72.3% | $7,244-70.4% | $14,365-85.1% |