Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $70,403 | $217,427-67.6% | $185,837-62.1% | $167,518-58.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.72% | 148.39%-126.7pp | 122.08%-100.4pp | 478.71%-457.0pp |
| Employer contribution / active EE | $1,519 | $5,874-74.1% | $5,168-70.6% | $4,838-68.6% |
| Participant deferral / active EE | $13,437 | $6,357+111.4% | $5,568+141.3% | $6,342+111.9% |
| Admin fee / account holder | $341 | $19,816-98.3% | $16,241-97.9% | $12,312-97.2% |