Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,948 | $165,399-62.5% | $149,745-58.6% | $158,982-61.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.08% | 348.34%-336.3pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $7,187 | $5,105+40.8% | $4,646+54.7% | $4,763+50.9% |
| Participant deferral / active EE | $3,003 | $7,183-58.2% | $6,843-56.1% | $5,983-49.8% |
| Admin fee / account holder | $845 | $10,811-92.2% | $9,312-90.9% | $11,252-92.5% |