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 | $115,952 | $209,428-44.6% | $178,498-35.0% | $158,950-27.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.19% | 188.78%-181.6pp | 151.09%-143.9pp | 302.91%-295.7pp |
| Employer contribution / active EE | $4,673 | $5,707-18.1% | $5,011-6.8% | $4,762-1.9% |
| Participant deferral / active EE | $5,571 | $5,955-6.5% | $5,202+7.1% | $5,983-6.9% |
| Admin fee / account holder | $46,568 | $17,077+172.7% | $13,985+233.0% | $11,248+314.0% |