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 | $143,439 | $142,354+0.8% | $125,529+14.3% | $155,188-7.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.94% | 306.06%-291.1pp | 202.56%-187.6pp | 148.84%-133.9pp |
| Employer contribution / active EE | $14,000 | $3,501+299.8% | $3,058+357.9% | $4,248+229.6% |
| Participant deferral / active EE | $9,960 | $5,491+81.4% | $4,813+107.0% | $6,531+52.5% |
| Admin fee / account holder | $1,143 | $19,392-94.1% | $16,298-93.0% | $14,480-92.1% |