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 | $59,966 | $162,136-63.0% | $152,301-60.6% | $154,746-61.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 32.87% | 91.02%-58.2pp | 80.50%-47.6pp | 172.34%-139.5pp |
| Employer contribution / active EE | $6,600 | $4,890+35.0% | $4,624+42.7% | $4,379+50.7% |
| Participant deferral / active EE | $3,600 | $8,341-56.8% | $8,004-55.0% | $6,730-46.5% |
| Admin fee / account holder | $13,793 | $15,759-12.5% | $14,398-4.2% | $14,365-4.0% |