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 | $129,722 | $176,077-26.3% | $159,455-18.6% | $167,518-22.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.62% | 331.83%-308.2pp | 263.63%-240.0pp | 478.71%-455.1pp |
| Employer contribution / active EE | $17,717 | $5,298+234.4% | $4,830+266.8% | $4,838+266.2% |
| Participant deferral / active EE | $12,023 | $7,751+55.1% | $7,353+63.5% | $6,342+89.6% |
| Admin fee / account holder | $3,454 | $12,556-72.5% | $10,800-68.0% | $12,312-71.9% |