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 | $168,165 | $183,539-8.4% | $155,556+8.1% | $145,897+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.7pp |
| Employer contribution / active EE | $7,392 | $5,315+39.1% | $4,675+58.1% | $4,663+58.5% |
| Participant deferral / active EE | $8,983 | $6,467+38.9% | $5,631+59.5% | $6,689+34.3% |
| Admin fee / account holder | $1,542 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |