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 | $165,546 | $106,280+55.8% | $96,538+71.5% | $139,487+18.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.35% | 38.48%-25.1pp | 35.74%-22.4pp | 373.84%-360.5pp |
| Employer contribution / active EE | $10,972 | $4,107+167.1% | $3,740+193.3% | $4,755+130.8% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,102 | $7,888-73.4% | $6,737-68.8% | $11,407-81.6% |