Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $58,870 | $183,592-67.9% | $155,574-62.2% | $145,877-59.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.99% | 61.37%-36.4pp | 64.87%-39.9pp | 551.28%-526.3pp |
| Employer contribution / active EE | $2,711 | $5,317-49.0% | $4,676-42.0% | $4,663-41.9% |
| Participant deferral / active EE | $5,787 | $6,466-10.5% | $5,629+2.8% | $6,691-13.5% |
| Admin fee / account holder | $1,341 | $19,316-93.1% | $15,914-91.6% | $13,402-90.0% |