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 | $183,516-8.4% | $155,534+8.1% | $145,884+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 61.43%-47.8pp | 64.92%-51.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $7,392 | $5,315+39.1% | $4,675+58.1% | $4,662+58.5% |
| Participant deferral / active EE | $8,983 | $6,467+38.9% | $5,630+59.6% | $6,690+34.3% |
| Admin fee / account holder | $1,542 | $19,293-92.0% | $15,900-90.3% | $13,392-88.5% |