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 | $120,547 | $198,457-39.3% | $170,435-29.3% | $147,586-18.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.66% | 257.30%-246.6pp | 205.94%-195.3pp | 578.59%-567.9pp |
| Employer contribution / active EE | $4,420 | $6,183-28.5% | $5,432-18.6% | $4,876-9.4% |
| Participant deferral / active EE | $8,142 | $5,629+44.6% | $4,939+64.8% | $5,439+49.7% |
| Admin fee / account holder | $1,583 | $16,852-90.6% | $13,881-88.6% | $10,886-85.5% |