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 | $63,902 | $129,737-50.7% | $119,126-46.4% | $154,746-58.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.94% | 379.08%-357.1pp | 282.11%-260.2pp | 172.34%-150.4pp |
| Employer contribution / active EE | $4,812 | $4,375+10.0% | $4,034+19.3% | $4,379+9.9% |
| Participant deferral / active EE | $4,891 | $5,842-16.3% | $5,318-8.0% | $6,730-27.3% |
| Admin fee / account holder | $6,139 | $11,961-48.7% | $10,693-42.6% | $14,365-57.3% |