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 | $29,596 | $157,296-81.2% | $141,191-79.0% | $152,897-80.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.59% | 64.34%-48.8pp | 71.41%-55.8pp | 345.43%-329.8pp |
| Employer contribution / active EE | $2,985 | $5,262-43.3% | $4,736-37.0% | $4,764-37.3% |
| Participant deferral / active EE | $3,071 | $7,111-56.8% | $6,710-54.2% | $5,851-47.5% |
| Admin fee / account holder | $145,500 | $12,125+1100.0% | $10,264+1317.6% | $11,599+1154.4% |