Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $93,179 | $129,737-28.2% | $119,126-21.8% | $154,746-39.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 19.62% | 379.08%-359.5pp | 282.11%-262.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $7,343 | $4,375+67.8% | $4,034+82.0% | $4,379+67.7% |
| Participant deferral / active EE | $13,033 | $5,842+123.1% | $5,318+145.1% | $6,730+93.6% |
| Admin fee / account holder | $572 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |