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 | $157,920 | $78,670+100.7% | $109,173+44.7% | $85,847+84.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.77% | 25.09%-9.3pp | 25.75%-10.0pp | 318.61%-302.8pp |
| Employer contribution / active EE | $14,338 | $2,734+424.5% | $3,723+285.1% | $2,565+458.9% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,431 | $5,469-55.6% | $6,755-64.0% | $6,261-61.2% |