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 | $115,250 | $217,432-47.0% | $185,849-38.0% | $167,536-31.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.83% | 148.42%-130.6pp | 122.10%-104.3pp | 478.82%-461.0pp |
| Employer contribution / active EE | $1,473 | $5,875-74.9% | $5,169-71.5% | $4,839-69.6% |
| Participant deferral / active EE | $5,280 | $6,357-16.9% | $5,569-5.2% | $6,342-16.7% |
| Admin fee / account holder | $809 | $19,818-95.9% | $16,244-95.0% | $12,315-93.4% |