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 | $225,682 | $152,619+47.9% | $125,195+80.3% | $152,909+47.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 30.11% | 54.85%-24.7pp | 43.79%-13.7pp | 345.46%-315.4pp |
| Employer contribution / active EE | $1,135 | $4,947-77.1% | $3,866-70.6% | $4,764-76.2% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,526 | $13,437-58.9% | $9,704-43.1% | $11,601-52.4% |