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 | $141,971 | $91,537+55.1% | $130,045+9.2% | $75,173+88.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 17.81% | -631.55%+649.4pp | -137.30%+155.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $6,771 | $2,845+138.0% | $4,321+56.7% | $2,671+153.5% |
| Participant deferral / active EE | $4,838 | $4,343+11.4% | $5,820-16.9% | $4,126+17.2% |
| Admin fee / account holder | $4,952 | $6,780-27.0% | $10,600-53.3% | $5,651-12.4% |