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 | $97,790 | $138,076-29.2% | $123,553-20.9% | $135,380-27.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.06% | 153.70%-149.6pp | 119.21%-115.1pp | 519.81%-515.7pp |
| Employer contribution / active EE | $2,425 | $5,152-52.9% | $4,628-47.6% | $4,779-49.3% |
| Participant deferral / active EE | $8,394 | $6,800+23.4% | $6,426+30.6% | $5,609+49.6% |
| Admin fee / account holder | $516 | $10,917-95.3% | $9,284-94.4% | $10,828-95.2% |