Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $89,109 | $160,040-44.3% | $147,096-39.4% | $145,877-38.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.08% | 98.49%-78.4pp | 419.75%-399.7pp | 551.28%-531.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,600 | $8,429+85.1% | $8,071+93.3% | $6,691+133.2% |
| Admin fee / account holder | $1,097 | $15,050-92.7% | $13,005-91.6% | $13,402-91.8% |