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 | $49,309 | $177,595-72.2% | $148,496-66.8% | $198,609-75.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 7.19% | 9.97%-2.8pp | 12.33%-5.1pp | 202.70%-195.5pp |
| Employer contribution / active EE | $10,537 | $4,098+157.1% | $3,497+201.3% | $5,055+108.4% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $346 | $27,010-98.7% | $19,547-98.2% | $19,030-98.2% |