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 | $93,317 | $111,535-16.3% | $105,223-11.3% | $137,256-32.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 15.77% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,952 | $3,939-50.5% | $3,689-47.1% | $4,156-53.0% |
| Participant deferral / active EE | $11,252 | $5,500+104.6% | $5,072+121.9% | $6,407+75.6% |
| Admin fee / account holder | $16,850 | $9,721+73.3% | $8,859+90.2% | $12,270+37.3% |