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 | $88,675 | $166,089-46.6% | $164,928-46.2% | $145,978-39.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.79% | 100.26%-82.5pp | 70.08%-52.3pp | 550.52%-532.7pp |
| Employer contribution / active EE | $1,500 | $5,276-71.6% | $4,343-65.5% | $4,662-67.8% |
| Participant deferral / active EE | $4,760 | $6,961-31.6% | $6,034-21.1% | $6,690-28.8% |
| Admin fee / account holder | $3,943 | $16,641-76.3% | $12,684-68.9% | $13,400-70.6% |