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 | $71,646 | $226,135-68.3% | $182,558-60.8% | $152,909-53.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.35% | 192.60%-174.3pp | 148.59%-130.2pp | 345.46%-327.1pp |
| Employer contribution / active EE | $9,146 | $4,979+83.7% | $4,076+124.4% | $4,764+92.0% |
| Participant deferral / active EE | $6,075 | $6,371-4.6% | $5,526+9.9% | $5,851+3.8% |
| Admin fee / account holder | $5,608 | $10,707-47.6% | $8,594-34.7% | $11,601-51.7% |