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 | $106,673 | $106,247+0.4% | $96,515+10.5% | $139,466-23.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.11% | 38.47%-22.4pp | 35.73%-19.6pp | 373.66%-357.6pp |
| Employer contribution / active EE | $10,336 | $4,106+151.7% | $3,740+176.4% | $4,754+117.4% |
| Participant deferral / active EE | $6,600 | $5,456+21.0% | $4,880+35.3% | $6,712-1.7% |
| Admin fee / account holder | $1,339 | $7,885-83.0% | $6,735-80.1% | $11,409-88.3% |