Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,652 | $162,529-56.5% | $130,788-46.0% | $154,746-54.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.44% | 510.48%-490.0pp | 386.44%-366.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $6,466 | $4,447+45.4% | $3,558+81.7% | $4,379+47.6% |
| Participant deferral / active EE | $6,466 | $4,808+34.5% | $4,137+56.3% | $6,730-3.9% |
| Admin fee / account holder | $406 | $7,669-94.7% | $6,673-93.9% | $14,365-97.2% |