Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $117,454 | $211,288-44.4% | $178,540-34.2% | $145,884-19.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.25% | 30.27%-16.0pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,672 | $4,574-41.6% | $3,953-32.4% | $4,662-42.7% |
| Participant deferral / active EE | $8,986 | $6,967+29.0% | $6,281+43.1% | $6,690+34.3% |
| Admin fee / account holder | $69,303 | $12,105+472.5% | $10,424+564.8% | $13,392+417.5% |