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 | $69,139 | $109,967-37.1% | $97,197-28.9% | $145,877-52.6% |
| Participation rate | 88.9% | 76.0%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 10.23% | 244.27%-234.0pp | 75.47%-65.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,444 | $3,077+44.5% | $2,723+63.2% | $4,663-4.7% |
| Participant deferral / active EE | $0 | $4,676-100.0% | $4,263-100.0% | $6,691-100.0% |
| Admin fee / account holder | $7,314 | $6,199+18.0% | $5,637+29.7% | $13,402-45.4% |