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 | $98,830 | $175,231-43.6% | $149,696-34.0% | $139,466-29.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.77% | 166.77%-150.0pp | 134.46%-117.7pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,887 | $5,478-65.6% | $4,821-60.9% | $4,754-60.3% |
| Participant deferral / active EE | $5,207 | $6,521-20.2% | $5,682-8.4% | $6,712-22.4% |
| Admin fee / account holder | $5,309 | $16,155-67.1% | $13,212-59.8% | $11,409-53.5% |