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 | $116,104 | $160,028-27.4% | $147,080-21.1% | $145,884-20.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.69% | 98.60%-75.9pp | 420.17%-397.5pp | 551.85%-529.2pp |
| Employer contribution / active EE | $2,268 | $5,286-57.1% | $4,933-54.0% | $4,662-51.3% |
| Participant deferral / active EE | $22,398 | $8,422+165.9% | $8,066+177.7% | $6,690+234.8% |
| Admin fee / account holder | $930 | $15,030-93.8% | $12,989-92.8% | $13,392-93.1% |