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 | $129,965 | $165,381-21.4% | $149,730-13.2% | $158,966-18.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.75% | 348.29%-333.5pp | 276.70%-262.0pp | 302.95%-288.2pp |
| Employer contribution / active EE | $17,506 | $5,104+243.0% | $4,645+276.9% | $4,762+267.6% |
| Participant deferral / active EE | $18,684 | $7,182+160.1% | $6,843+173.0% | $5,983+212.3% |
| Admin fee / account holder | $13,040 | $10,809+20.6% | $9,310+40.1% | $11,250+15.9% |