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 | $92,383 | $209,405-55.9% | $178,486-48.2% | $158,931-41.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.48% | 188.77%-173.3pp | 151.08%-135.6pp | 302.86%-287.4pp |
| Employer contribution / active EE | $8,325 | $5,707+45.9% | $5,011+66.1% | $4,761+74.8% |
| Participant deferral / active EE | $7,524 | $5,954+26.4% | $5,202+44.6% | $5,982+25.8% |
| Admin fee / account holder | $3,674 | $17,076-78.5% | $13,985-73.7% | $11,247-67.3% |