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 | $99,829 | $95,406+4.6% | $185,849-46.3% | $85,847+16.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.57% | 23.59%-11.0pp | 122.10%-109.5pp | 318.61%-306.0pp |
| Employer contribution / active EE | $2,406 | $3,314-27.4% | $5,169-53.4% | $2,565-6.2% |
| Participant deferral / active EE | $5,259 | $3,424+53.6% | $5,569-5.6% | $3,952+33.1% |
| Admin fee / account holder | $1,724 | $7,214-76.1% | $16,244-89.4% | $6,261-72.5% |