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 | $103,052 | $183,516-43.8% | $155,534-33.7% | $145,884-29.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.23% | 61.43%-45.2pp | 64.92%-48.7pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,545 | $5,315-52.1% | $4,675-45.6% | $4,662-45.4% |
| Participant deferral / active EE | $7,489 | $6,467+15.8% | $5,630+33.0% | $6,690+11.9% |
| Admin fee / account holder | $2,110 | $19,293-89.1% | $15,900-86.7% | $13,392-84.2% |