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 | $101,883 | $84,518+20.5% | $67,704+50.5% | $125,389-18.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 1.25% | 2.57%-1.3pp | 25.41%-24.2pp | 282.24%-281.0pp |
| Employer contribution / active EE | $9,867 | $3,292+199.7% | $2,559+285.5% | $4,866+102.8% |
| Participant deferral / active EE | $10,732 | $4,430+142.3% | $3,585+199.3% | $5,352+100.5% |
| Admin fee / account holder | $28,423 | $5,340+432.2% | $4,255+568.0% | $9,541+197.9% |