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 | $95,218 | $105,200-9.5% | $159,474-40.3% | $85,847+10.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.19% | 45.08%-29.9pp | 263.68%-248.5pp | 318.61%-303.4pp |
| Employer contribution / active EE | $3,187 | $3,319-4.0% | $4,831-34.0% | $2,565+24.2% |
| Participant deferral / active EE | $9,753 | $5,946+64.0% | $7,353+32.6% | $3,952+146.8% |
| Admin fee / account holder | $7,289 | $6,934+5.1% | $10,802-32.5% | $6,261+16.4% |