Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,858 | $55,902-26.9% | $76,030-46.3% | $80,959-49.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 19.45% | 20.59%-1.1pp | 361.54%-342.1pp | 35.67%-16.2pp |
| Employer contribution / active EE | $3,362 | $1,867+80.1% | $2,688+25.1% | $2,757+21.9% |
| Participant deferral / active EE | $1,453 | $3,051-52.4% | $4,257-65.9% | $4,300-66.2% |
| Admin fee / account holder | $11,699 | $5,239+123.3% | $6,421+82.2% | $6,925+68.9% |