Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,206 | $111,535-39.7% | $105,223-36.1% | $137,256-51.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.72% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,411 | $3,939-13.4% | $3,689-7.5% | $4,156-17.9% |
| Participant deferral / active EE | $12,182 | $5,500+121.5% | $5,072+140.2% | $6,407+90.1% |
| Admin fee / account holder | $1,779 | $9,721-81.7% | $8,859-79.9% | $12,270-85.5% |