Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $85,772 | $178,174-51.9% | $156,181-45.1% | $137,256-37.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 34.96% | 84.19%-49.2pp | 64.87%-29.9pp | 220.34%-185.4pp |
| Employer contribution / active EE | $25,625 | $4,972+415.4% | $4,294+496.8% | $4,156+516.6% |
| Participant deferral / active EE | $3,216 | $6,888-53.3% | $6,132-47.6% | $6,407-49.8% |
| Admin fee / account holder | $3,510 | $17,404-79.8% | $14,586-75.9% | $12,270-71.4% |