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 | $112,051 | $135,645-17.4% | $110,243+1.6% | $135,380-17.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 13.06% | 513.24%-500.2pp | 314.76%-301.7pp | 519.81%-506.7pp |
| Employer contribution / active EE | $10,224 | $4,907+108.4% | $3,827+167.2% | $4,779+113.9% |
| Participant deferral / active EE | $6,763 | $5,507+22.8% | $4,672+44.8% | $5,609+20.6% |
| Admin fee / account holder | $1,361 | $11,458-88.1% | $8,548-84.1% | $10,828-87.4% |