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 | $120,345 | $169,361-28.9% | $129,397-7.0% | $145,877-17.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.99% | 14395.54%-14387.6pp | 9453.98%-9446.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $5,350 | $5,542-3.5% | $4,154+28.8% | $4,663+14.7% |
| Participant deferral / active EE | $11,846 | $4,987+137.5% | $4,167+184.2% | $6,691+77.0% |
| Admin fee / account holder | $16,310 | $9,903+64.7% | $7,679+112.4% | $13,402+21.7% |