Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $117,468 | $183,516-36.0% | $155,534-24.5% | $145,884-19.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.13% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $15,183 | $5,315+185.7% | $4,675+224.8% | $4,662+225.7% |
| Participant deferral / active EE | $14,267 | $6,467+120.6% | $5,630+153.4% | $6,690+113.3% |
| Admin fee / account holder | $773 | $19,293-96.0% | $15,900-95.1% | $13,392-94.2% |