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 | $125,566 | $169,161-25.8% | $129,295-2.9% | $145,959-14.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.53% | 14348.07%-14339.5pp | 9429.28%-9420.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $12,104 | $5,543+118.4% | $4,157+191.2% | $4,661+159.7% |
| Participant deferral / active EE | $30,500 | $4,989+511.3% | $4,169+631.6% | $6,689+356.0% |
| Admin fee / account holder | $1,411 | $9,878-85.7% | $7,665-81.6% | $13,398-89.5% |