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 | $48,094 | $183,539-73.8% | $155,556-69.1% | $145,897-67.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.35% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $3,056 | $5,315-42.5% | $4,675-34.6% | $4,663-34.5% |
| Participant deferral / active EE | $5,159 | $6,467-20.2% | $5,631-8.4% | $6,689-22.9% |
| Admin fee / account holder | $2,902 | $19,275-84.9% | $15,885-81.7% | $13,390-78.3% |