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 | $85,748 | $175,259-51.1% | $149,723-42.7% | $139,487-38.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.35% | 166.82%-148.5pp | 134.50%-116.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $9,349 | $5,478+70.7% | $4,821+93.9% | $4,755+96.6% |
| Participant deferral / active EE | $4,500 | $6,522-31.0% | $5,682-20.8% | $6,713-33.0% |
| Admin fee / account holder | $3,581 | $16,158-77.8% | $13,215-72.9% | $11,407-68.6% |