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 | $129,442 | $223,823-42.2% | $211,142-38.7% | $154,746-16.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.52% | 50.39%-38.9pp | 46.84%-35.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $3,076 | $6,787-54.7% | $6,442-52.3% | $4,379-29.8% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,738 | $19,707-86.1% | $19,076-85.6% | $14,365-80.9% |