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 | $106,146 | $160,028-33.7% | $147,080-27.8% | $145,884-27.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.60%-80.0pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,043 | $5,286-61.3% | $4,933-58.6% | $4,662-56.2% |
| Participant deferral / active EE | $10,017 | $8,422+18.9% | $8,066+24.2% | $6,690+49.7% |
| Admin fee / account holder | $1,314 | $15,030-91.3% | $12,989-89.9% | $13,392-90.2% |