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 | $32,172 | $217,432-85.2% | $185,849-82.7% | $167,536-80.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.89% | 148.42%-137.5pp | 122.10%-111.2pp | 478.82%-467.9pp |
| Employer contribution / active EE | $6,325 | $5,875+7.7% | $5,169+22.4% | $4,839+30.7% |
| Participant deferral / active EE | $12,822 | $6,357+101.7% | $5,569+130.2% | $6,342+102.2% |
| Admin fee / account holder | $4,518 | $19,818-77.2% | $16,244-72.2% | $12,315-63.3% |