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 | $78,950 | $197,637-60.1% | $177,848-55.6% | $158,982-50.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.05% | 58.77%-41.7pp | 48.33%-31.3pp | 302.99%-285.9pp |
| Employer contribution / active EE | $7,496 | $6,698+11.9% | $5,919+26.7% | $4,763+57.4% |
| Participant deferral / active EE | $7,192 | $8,405-14.4% | $7,714-6.8% | $5,983+20.2% |
| Admin fee / account holder | $3,177 | $15,406-79.4% | $12,431-74.4% | $11,252-71.8% |