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 | $76,110 | $98,766-22.9% | $149,730-49.2% | $79,852-4.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.32% | 27.43%+9.9pp | 276.70%-239.4pp | 31.72%+5.6pp |
| Employer contribution / active EE | $11,483 | $3,217+257.0% | $4,645+147.2% | $2,471+364.7% |
| Participant deferral / active EE | $8,244 | $5,681+45.1% | $6,843+20.5% | $3,740+120.4% |
| Admin fee / account holder | $411 | $6,052-93.2% | $9,310-95.6% | $5,306-92.3% |