Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,491 | $100,868-80.7% | $90,414-78.4% | $158,931-87.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 14.31% | 1724.58%-1710.3pp | 1293.19%-1278.9pp | 302.86%-288.6pp |
| Employer contribution / active EE | $2,543 | $3,689-31.1% | $3,262-22.1% | $4,761-46.6% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,770 | $6,502-72.8% | $5,611-68.5% | $11,247-84.3% |