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 | $28,946 | $100,139-71.1% | $85,187-66.0% | $145,884-80.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 12.90% | 84.15%-71.2pp | 66.67%-53.8pp | 551.85%-538.9pp |
| Employer contribution / active EE | $1,982 | $3,238-38.8% | $2,732-27.5% | $4,662-57.5% |
| Participant deferral / active EE | $5,968 | $5,296+12.7% | $4,525+31.9% | $6,690-10.8% |
| Admin fee / account holder | $519 | $7,262-92.9% | $6,162-91.6% | $13,392-96.1% |