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 | $94,510 | $78,707+20.1% | $117,861-19.8% | $70,126+34.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.22% | 23.30%-4.1pp | 335.11%-315.9pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,923 | $2,223-13.5% | $3,786-49.2% | $2,343-17.9% |
| Participant deferral / active EE | $5,383 | $3,297+63.3% | $4,482+20.1% | $3,332+61.6% |
| Admin fee / account holder | $10,919 | $5,066+115.6% | $8,021+36.1% | $4,645+135.0% |