Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,375 | $154,228-40.1% | $145,433-36.5% | $137,256-32.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.23% | 74.59%-57.4pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,463 | $4,804+34.5% | $4,554+41.9% | $4,156+55.5% |
| Participant deferral / active EE | $6,463 | $8,216-21.3% | $7,897-18.2% | $6,407+0.9% |
| Admin fee / account holder | $3,306 | $14,344-76.9% | $13,129-74.8% | $12,270-73.1% |