Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,297 | $110,337-3.7% | $102,383+3.8% | $145,877-27.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.09% | 24.83%+7.3pp | 24.94%+7.2pp | 551.28%-519.2pp |
| Employer contribution / active EE | $12,947 | $4,216+207.1% | $3,870+234.5% | $4,663+177.6% |
| Participant deferral / active EE | $7,199 | $5,621+28.1% | $5,060+42.3% | $6,691+7.6% |
| Admin fee / account holder | $8,318 | $9,750-14.7% | $8,391-0.9% | $13,402-37.9% |