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 | $119,993 | $183,592-34.6% | $155,574-22.9% | $145,877-17.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.9pp |
| Employer contribution / active EE | $12,615 | $5,317+137.3% | $4,676+169.8% | $4,663+170.5% |
| Participant deferral / active EE | $7,062 | $6,466+9.2% | $5,629+25.4% | $6,691+5.5% |
| Admin fee / account holder | $2,255 | $19,316-88.3% | $15,914-85.8% | $13,402-83.2% |