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 | $100,271 | $176,838-43.3% | $146,685-31.6% | $167,518-40.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.63% | 24.04%-8.4pp | 22.75%-7.1pp | 478.71%-463.1pp |
| Employer contribution / active EE | $3,256 | $5,161-36.9% | $4,137-21.3% | $4,838-32.7% |
| Participant deferral / active EE | $4,798 | $6,441-25.5% | $5,507-12.9% | $6,342-24.3% |
| Admin fee / account holder | $400 | $13,262-97.0% | $10,281-96.1% | $12,312-96.8% |