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 | $114,058 | $176,120-35.2% | $159,487-28.5% | $167,553-31.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 22.47% | 331.95%-309.5pp | 263.71%-241.2pp | 478.89%-456.4pp |
| Employer contribution / active EE | $11,538 | $5,299+117.7% | $4,831+138.8% | $4,840+138.4% |
| Participant deferral / active EE | $11,527 | $7,752+48.7% | $7,354+56.8% | $6,343+81.7% |
| Admin fee / account holder | $42,240 | $12,561+236.3% | $10,804+291.0% | $12,316+243.0% |