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 | $93,721 | $111,787-16.2% | $93,6810% | $145,978-35.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.70% | 203.52%-193.8pp | 133.47%-123.8pp | 550.52%-540.8pp |
| Employer contribution / active EE | $3,558 | $3,093+15.0% | $2,422+46.9% | $4,662-23.7% |
| Participant deferral / active EE | $8,655 | $4,918+76.0% | $4,415+96.0% | $6,690+29.4% |
| Admin fee / account holder | $779 | $10,256-92.4% | $8,290-90.6% | $13,400-94.2% |