Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $84,674 | $183,539-53.9% | $155,556-45.6% | $145,897-42.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.91% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.4pp |
| Employer contribution / active EE | $8,006 | $5,315+50.6% | $4,675+71.2% | $4,663+71.7% |
| Participant deferral / active EE | $7,952 | $6,467+23.0% | $5,631+41.2% | $6,689+18.9% |
| Admin fee / account holder | $553 | $19,275-97.1% | $15,885-96.5% | $13,390-95.9% |