Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $92,558 | $108,882-15.0% | $96,754-4.3% | $154,746-40.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 16.84% | 98.39%-81.6pp | 82.04%-65.2pp | 172.34%-155.5pp |
| Employer contribution / active EE | $9,568 | $3,018+217.0% | $2,679+257.1% | $4,379+118.5% |
| Participant deferral / active EE | $5,375 | $5,323+1.0% | $4,758+13.0% | $6,730-20.1% |
| Admin fee / account holder | $7,299 | $10,200-28.4% | $8,905-18.0% | $14,365-49.2% |