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 | $147,376 | $148,558-0.8% | $135,925+8.4% | $139,427+5.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.21% | 79.22%-65.0pp | 68.25%-54.0pp | 373.27%-359.1pp |
| Employer contribution / active EE | $1,466 | $5,244-72.0% | $4,857-69.8% | $4,752-69.2% |
| Participant deferral / active EE | $13,071 | $8,101+61.3% | $7,759+68.5% | $6,711+94.8% |
| Admin fee / account holder | $992 | $12,401-92.0% | $10,764-90.8% | $11,404-91.3% |