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 | $41,409 | $165,351-75.0% | $149,710-72.3% | $158,931-73.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.63% | 348.19%-326.6pp | 276.63%-255.0pp | 302.86%-281.2pp |
| Employer contribution / active EE | $3,777 | $5,103-26.0% | $4,645-18.7% | $4,761-20.7% |
| Participant deferral / active EE | $4,875 | $7,181-32.1% | $6,842-28.7% | $5,982-18.5% |
| Admin fee / account holder | $747 | $10,807-93.1% | $9,309-92.0% | $11,247-93.4% |