Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,648 | $176,120-75.8% | $159,487-73.3% | $167,553-74.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.71% | 331.95%-305.2pp | 263.71%-237.0pp | 478.89%-452.2pp |
| Employer contribution / active EE | $4,401 | $5,299-17.0% | $4,831-8.9% | $4,840-9.1% |
| Participant deferral / active EE | $15,105 | $7,752+94.9% | $7,354+105.4% | $6,343+138.2% |
| Admin fee / account holder | $809 | $12,561-93.6% | $10,804-92.5% | $12,316-93.4% |