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 | $87,422 | $125,190-30.2% | $105,624-17.2% | $145,897-40.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 8.28% | 225.22%-216.9pp | 116.20%-107.9pp | 552.29%-544.0pp |
| Employer contribution / active EE | $3,270 | $3,720-12.1% | $3,168+3.2% | $4,663-29.9% |
| Participant deferral / active EE | $5,788 | $5,716+1.3% | $5,013+15.5% | $6,689-13.5% |
| Admin fee / account holder | $28,590 | $17,138+66.8% | $10,961+160.8% | $13,390+113.5% |