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 | $92,770 | $175,259-47.1% | $149,723-38.0% | $139,487-33.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.15% | 166.82%-145.7pp | 134.50%-113.3pp | 373.84%-352.7pp |
| Employer contribution / active EE | $2,993 | $5,478-45.4% | $4,821-37.9% | $4,755-37.1% |
| Participant deferral / active EE | $6,088 | $6,522-6.7% | $5,682+7.1% | $6,713-9.3% |
| Admin fee / account holder | $1,621 | $16,158-90.0% | $13,215-87.7% | $11,407-85.8% |