Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,401 | $69,541-66.3% | $59,899-60.9% | $135,380-82.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.77% | 7.95%+0.8pp | 3.46%+5.3pp | 519.81%-511.0pp |
| Employer contribution / active EE | $3,283 | $3,236+1.4% | $2,723+20.6% | $4,779-31.3% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,313 | $5,737+27.5% | $3,592+103.6% | $10,828-32.5% |