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 | $122,850 | $209,425-41.3% | $178,499-31.2% | $158,966-22.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.85% | 188.80%-175.0pp | 151.10%-137.3pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,391 | $5,707-75.6% | $5,011-72.2% | $4,762-70.8% |
| Participant deferral / active EE | $3,250 | $5,955-45.4% | $5,202-37.5% | $5,983-45.7% |
| Admin fee / account holder | $1,187 | $17,078-93.0% | $13,986-91.5% | $11,250-89.4% |