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 | $88,647 | $148,623-40.4% | $135,974-34.8% | $139,466-36.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 42.89% | 79.30%-36.4pp | 68.30%-25.4pp | 373.66%-330.8pp |
| Employer contribution / active EE | $2,422 | $5,246-53.8% | $4,859-50.2% | $4,754-49.1% |
| Participant deferral / active EE | $7,945 | $8,103-1.9% | $7,760+2.4% | $6,712+18.4% |
| Admin fee / account holder | $3,343 | $12,406-73.1% | $10,767-69.0% | $11,409-70.7% |