Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $104,408 | $181,062-42.3% | $158,223-34.0% | $155,188-32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.61% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $20,355 | $4,565+345.9% | $4,109+395.4% | $4,248+379.2% |
| Participant deferral / active EE | $12,475 | $6,134+103.4% | $5,467+128.2% | $6,531+91.0% |
| Admin fee / account holder | $15,243 | $18,825-19.0% | $16,047-5.0% | $14,480+5.3% |