Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $112,686 | $165,399-31.9% | $149,745-24.7% | $158,982-29.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.23% | 348.34%-326.1pp | 276.72%-254.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $11,561 | $5,105+126.5% | $4,646+148.8% | $4,763+142.7% |
| Participant deferral / active EE | $10,070 | $7,183+40.2% | $6,843+47.2% | $5,983+68.3% |
| Admin fee / account holder | $41,532 | $10,811+284.2% | $9,312+346.0% | $11,252+269.1% |