Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,322 | $148,623-62.1% | $135,974-58.6% | $139,466-59.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.69% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-357.0pp |
| Employer contribution / active EE | $9,442 | $5,246+80.0% | $4,859+94.3% | $4,754+98.6% |
| Participant deferral / active EE | $8,848 | $8,103+9.2% | $7,760+14.0% | $6,712+31.8% |
| Admin fee / account holder | $602 | $12,406-95.1% | $10,767-94.4% | $11,409-94.7% |