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 | $153,991 | $185,905-17.2% | $170,057-9.4% | $139,487+10.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.51% | 60.56%-47.1pp | 53.42%-39.9pp | 373.84%-360.3pp |
| Employer contribution / active EE | $2,619 | $7,597-65.5% | $6,790-61.4% | $4,755-44.9% |
| Participant deferral / active EE | $5,279 | $11,627-54.6% | $10,411-49.3% | $6,713-21.4% |
| Admin fee / account holder | $2,063 | $15,397-86.6% | $12,826-83.9% | $11,407-81.9% |