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 | $94,742 | $198,457-52.3% | $170,435-44.4% | $147,586-35.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.31% | 257.30%-248.0pp | 205.94%-196.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $8,033 | $6,183+29.9% | $5,432+47.9% | $4,876+64.7% |
| Participant deferral / active EE | $6,440 | $5,629+14.4% | $4,939+30.4% | $5,439+18.4% |
| Admin fee / account holder | $1,348 | $16,852-92.0% | $13,881-90.3% | $10,886-87.6% |