Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,059 | $98,240+0.8% | $82,312+20.3% | $147,586-32.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.34% | 30.85%-13.5pp | 25.88%-8.5pp | 578.59%-561.3pp |
| Employer contribution / active EE | $4,545 | $3,192+42.4% | $2,428+87.2% | $4,876-6.8% |
| Participant deferral / active EE | $1,806 | $4,383-58.8% | $3,706-51.3% | $5,439-66.8% |
| Admin fee / account holder | $13,625 | $8,563+59.1% | $5,608+143.0% | $10,886+25.2% |